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Impact Partnership Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Impact Partnership Wealth’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 		$8.06M Buy
240,422
+20,204
+9% +$683K 1% 20
2025
Q4 		$7.45M Buy
220,218
+102,392
+87% +$3.47M 0.95% 19
2025
Q3 		$3.99M Sell
117,826
-41,375
-26% -$1.39M 0.59% 23
2025
Q2 		$5.35M Buy
159,201
+11,618
+8% +$385K 0.99% 20
2025
Q1 		$4.91M Buy
147,583
+30,265
+26% +$998K 1.05% 20
2024
Q4 		$3.84M Buy
117,318
+9,899
+9% +$328K 0.78% 22
2024
Q3 		$3.62M Buy
107,419
+20,529
+24% +$682K 0.82% 23
2024
Q2 		$2.83M Buy
86,890
+47,535
+121% +$1.54M 0.74% 22
2024
Q1 		$1.29M Sell
39,355
-1,993
-5% -$65K 0.51% 24
2023
Q4 		$1.36M Buy
+41,348
New +$1.31M 0.5% 25
2023
Q3 		– Sell
-1,778
Closed -$57.1K – 1185
2023
Q2 		$57.1K Buy
+1,778
New +$57.4K 0.02% 246

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

Impact Partnership Wealth's SPIB Position: Q1 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.2% in Q1 2026, buying an estimated $683K and bringing the position to 240,422 shares worth $8.06M. The position accounts for 1% of the portfolio, ranked #20.

Impact Partnership Wealth first reported a position in SPIB in Q2 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Impact Partnership Wealth held 240,422 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.06M as of Q1 2026.
  • Impact Partnership Wealth bought 20,204 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $683K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1% of Impact Partnership Wealth's portfolio in Q1 2026, its #20 holding.
  • Impact Partnership Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 11 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 Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.