IG
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IFS Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

IFS Group’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 		$942K Buy
+28,093
New +$949K 0.84% 31
2025
Q3 		$893K Buy
+26,360
New +$887K 0.79% 38

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

IFS Group's SPIB Position: Q1 2026 in Review

IFS Group opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 28,093 shares worth $942K. The stake represents 0.84% of the portfolio and ranks #31 among its holdings. This is a return to the name: IFS Group previously reported a position in SPIB as recently as Q3 2025.

IFS Group first reported a position in SPIB in Q3 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • IFS Group held 28,093 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $942K as of Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new IFS Group position in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.84% of IFS Group's portfolio in Q1 2026, its #31 holding.
  • IFS Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on IFS Group's 13F filing for Q1 2026, filed 18 May 2026.