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 Q2	$5.88M	Sell	175,700 -64,722	-27%	-$2.17M	0.57%	25
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 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

Impact Partnership Wealth's SPIB Position: Q2 2026 in Review

Impact Partnership Wealth reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 27% in Q2 2026, selling an estimated $2.17M and leaving 175,700 shares worth $5.88M. The position accounts for 0.57% of the portfolio, ranked #25.

Impact Partnership Wealth first reported a position in SPIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.06M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Impact Partnership Wealth held 175,700 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.88M as of Q2 2026.
Impact Partnership Wealth sold 64,722 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.17M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.57% of Impact Partnership Wealth's portfolio in Q2 2026, its #25 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 12 quarters since.
Impact Partnership Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.06M in Q1 2026.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.