IFP Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IFP Advisors’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 Q2	$1.92M	Sell	57,438 -4,653	-7%	-$156K	0.03%	500
2026 Q1	$2.08M	Buy	62,091 +19,205	+45%	+$649K	0.04%	441
2025 Q4	$1.45M	Buy	42,886 +2,268	+6%	+$76.8K	0.03%	519
2025 Q3	$1.38M	Buy	40,618 +7,551	+23%	+$254K	0.04%	494
2025 Q2	$1.11M	Sell	33,067 -20,387	-38%	-$675K	0.03%	552
2025 Q1	$1.78M	Sell	53,454 -15,994	-23%	-$527K	0.05%	382
2024 Q4	$2.28M	Buy	69,448 +6,466	+10%	+$214K	0.07%	307
2024 Q3	$2.12M	Sell	62,982 -430	-0.7%	-$14.3K	0.08%	288
2024 Q2	$2.06M	Sell	63,412 -1,444	-2%	-$46.8K	0.08%	258
2024 Q1	$2.12M	Buy	64,856 +27,293	+73%	+$890K	0.09%	239
2023 Q4	$1.23M	Sell	37,563 -40,987	-52%	-$1.3M	0.06%	344
2023 Q3	$2.47M	Sell	78,550 -13,798	-15%	-$439K	0.11%	192
2023 Q2	$2.97M	Buy	92,348 +57,304	+164%	+$1.85M	0.12%	173
2023 Q1	$1.16M	Sell	35,044 -18,269	-34%	-$589K	0.05%	341
2022 Q4	$1.78M	Sell	53,313 -148,207	-74%	-$4.69M	0.05%	408
2022 Q3	$6.7M	Buy	201,520 +140,258	+229%	+$4.57M	0.17%	110
2022 Q2	$2.04M	Hold	61,262	–	–	0.07%	341
2022 Q1	$2.04M	Buy	61,262 +27	+0%	+$945	0.07%	341
2021 Q4	$2.21M	Buy	61,235 +33,856	+124%	+$1.23M	0.04%	239
2021 Q3	$999K	Sell	27,379 -28,437	-51%	-$1.05M	0.02%	404
2021 Q2	$2.05M	Buy	55,816 +44,422	+390%	+$1.62M	0.04%	236
2021 Q1	$411K	Sell	11,394 -2,790	-20%	-$102K	0.01%	580
2020 Q4	$527K	Buy	14,184 +2,293	+19%	+$84.6K	0.02%	493
2020 Q3	$435K	Buy	11,891 +1,980	+20%	+$72.9K	0.03%	466
2020 Q2	$361K	Buy	9,911 +902	+10%	+$32.1K	0.03%	490
2020 Q1	$305K	Buy	9,009 +997	+12%	+$35K	0.03%	451
2019 Q4	$281K	Sell	8,012 -137,515	-94%	-$4.85M	0.02%	573
2019 Q3	$5.13M	Buy	+145,527	New	+$5.11M	0.34%	66
2019 Q1	$775K	Sell	22,744 -24,506	-52%	-$823K	0.11%	201
2018 Q4	$1.56M	Buy	47,250 +7,200	+18%	+$237K	0.1%	233
2018 Q3	$1.33M	Buy	40,050 +6,747	+20%	+$225K	0.05%	355
2018 Q2	$1.11M	Buy	33,303 +8,271	+33%	+$275K	0.05%	391
2018 Q1	$857K	Hold	25,032	–	–	0.04%	441
2017 Q4	$857K	Buy	25,032 +3,253	+15%	+$112K	0.04%	442
2017 Q3	$752K	Buy	21,779 +1,438	+7%	+$49.6K	0.03%	535
2017 Q2	$700K	Buy	20,341 +52	+0.3%	+$1.79K	0.03%	547
2017 Q1	$692K	Buy	20,289 +889	+5%	+$30.2K	0.03%	546
2016 Q4	$658K	Buy	19,400 +2,630	+16%	+$90.1K	0.03%	522
2016 Q3	$585K	Buy	16,770 +2,817	+20%	+$98.2K	0.03%	504
2016 Q2	$487K	Sell	13,953 -8,791	-39%	-$303K	0.03%	553
2016 Q1	$775K	Buy	22,744 +20,704	+1,015%	+$698K	0.11%	201
2015 Q4	$68K	Buy	+2,040	New	+$69K	﹤0.01%	1424

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

IFP Advisors's SPIB Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.5% in Q2 2026, selling an estimated $156K and leaving 57,438 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #500.

IFP Advisors first reported a position in SPIB in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.7M in Q3 2022. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

IFP Advisors held 57,438 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.92M as of Q2 2026.
IFP Advisors sold 4,653 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $156K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #500 holding.
IFP Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.7M in Q3 2022.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.