Independent Advisor Alliance’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Independent Advisor Alliance’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	–	Sell	-1,196,285	Closed	-$40.1M	–	1551
2026 Q1	$40.1M	Buy	+1,196,285	New	+$40.4M	0.43%	49
2025 Q1	–	Sell	-794,244	Closed	-$26M	–	1294
2024 Q4	$26M	Buy	+794,244	New	+$26.3M	0.34%	60
2020 Q1	–	Sell	-45,419	Closed	-$1.6M	–	800
2019 Q4	$1.6M	Buy	+45,419	New	+$1.6M	0.07%	274

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

Independent Advisor Alliance's SPIB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 1,196,285 shares — an estimated $40.1M sold.

Independent Advisor Alliance first reported a position in SPIB in Q4 2019 and held it in 3 quarters. The position peaked at $40.1M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,196,285 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $40.1M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $40.1M in Q1 2026.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.