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IFG Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IFG Advisory’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-174,387
Closed -$5.9M – 795
2025
Q4 		$5.9M Buy
174,387
+9,247
+6% +$313K 0.26% 105
2025
Q3 		$5.6M Buy
165,140
+8,770
+6% +$295K 0.25% 106
2025
Q2 		$5.25M Buy
156,370
+4,864
+3% +$161K 0.26% 99
2025
Q1 		$5.04M Buy
151,506
+14,697
+11% +$484K 0.28% 92
2024
Q4 		$4.48M Buy
136,809
+47,971
+54% +$1.59M 0.25% 109
2024
Q3 		$2.99M Buy
88,838
+8,315
+10% +$276K 0.19% 148
2024
Q2 		$2.62M Buy
80,523
+22,634
+39% +$733K 0.17% 150
2024
Q1 		$1.89M Buy
57,889
+25,910
+81% +$845K 0.14% 191
2023
Q4 		$1.05M Sell
31,979
-348
-1% -$11.1K 0.08% 242
2023
Q3 		$1.02M Buy
32,327
+810
+3% +$25.8K 0.09% 226
2023
Q2 		$1.01M Buy
31,517
+4,269
+16% +$138K 0.09% 217
2023
Q1 		$885K Buy
27,248
+6,680
+32% +$215K 0.08% 226
2022
Q4 		$654K Buy
20,568
+2,677
+15% +$84.7K 0.07% 271
2022
Q3 		$560K Sell
17,891
-9
-0.1% -$293 0.05% 295
2022
Q2 		$584K Sell
17,900
-1,707
-9% -$56.4K 0.06% 268
2022
Q1 		$669K Buy
19,607
+9,055
+86% +$317K 0.07% 259
2021
Q4 		$381K Buy
10,552
+14
+0.1% +$507 0.04% 356
2021
Q3 		$384K Buy
10,538
+229
+2% +$8.42K 0.04% 345
2021
Q2 		$378K Buy
10,309
+266
+3% +$9.71K 0.04% 347
2021
Q1 		$364K Buy
10,043
+3,637
+57% +$133K 0.05% 358
2020
Q4 		$238K Buy
6,406
+477
+8% +$17.6K 0.03% 403
2020
Q3 		$217K Buy
+5,929
New +$218K 0.04% 379

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFG Advisory's SPIB Position: Q1 2026 in Review

IFG Advisory sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 174,387 shares — an estimated $5.9M sold.

IFG Advisory first reported a position in SPIB in Q3 2020 and held it in 22 quarters. The position peaked at $5.9M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • IFG Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 174,387 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $5.9M.
  • IFG Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and held it in 22 quarters.
  • IFG Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.9M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.