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

Integrated Wealth Concepts’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 		$6.05M Buy
180,343
+25,014
+16% +$845K 0.05% 365
2025
Q4 		$5.25M Buy
155,329
+636
+0.4% +$21.5K 0.06% 279
2025
Q3 		$5.24M Buy
154,693
+5,207
+3% +$175K 0.05% 364
2025
Q2 		$5.02M Buy
149,486
+7,286
+5% +$241K 0.05% 330
2025
Q1 		$4.73M Buy
142,200
+21,196
+18% +$699K 0.06% 324
2024
Q4 		$3.96M Buy
121,004
+5,701
+5% +$189K 0.05% 343
2024
Q3 		$3.89M Sell
115,303
-3,802
-3% -$126K 0.05% 345
2024
Q2 		$3.88M Buy
119,105
+6,135
+5% +$199K 0.05% 319
2024
Q1 		$3.69M Buy
112,970
+102,873
+1,019% +$3.36M 0.05% 331
2023
Q4 		$331K Sell
10,097
-1,230
-11% -$39.1K 0.01% 1213
2023
Q3 		$356K Buy
11,327
+179
+2% +$5.7K 0.01% 1144
2023
Q2 		$358K Sell
11,148
-887
-7% -$28.6K 0.01% 1144
2023
Q1 		$391K Buy
12,035
+3,193
+36% +$103K 0.01% 950
2022
Q4 		$281K Sell
8,842
-1,579
-15% -$49.9K 0.01% 839
2022
Q3 		$326K Buy
10,421
+1,505
+17% +$49.1K 0.01% 711
2022
Q2 		$291K Sell
8,916
-2,648
-23% -$87.6K 0.01% 770
2022
Q1 		$395K Sell
11,564
-4,290
-27% -$150K 0.01% 646
2021
Q4 		$573K Sell
15,854
-1,893
-11% -$68.6K 0.02% 583
2021
Q3 		$648K Buy
17,747
+3,602
+25% +$132K 0.02% 516
2021
Q2 		$519K Sell
14,145
-2,897
-17% -$106K 0.02% 526
2021
Q1 		$618K Sell
17,042
-1,116
-6% -$41K 0.03% 423
2020
Q4 		$675K Buy
18,158
+457
+3% +$16.9K 0.03% 342
2020
Q3 		$651K Buy
17,701
+4,668
+36% +$172K 0.04% 291
2020
Q2 		$476K Buy
13,033
+6,106
+88% +$217K 0.03% 298
2020
Q1 		$236K Buy
6,927
+632
+10% +$22.2K 0.02% 358
2019
Q4 		$222K Sell
6,295
-406
-6% -$14.3K 0.02% 438
2019
Q3 		$236K Sell
6,701
-1,999
-23% -$70.1K 0.03% 365
2019
Q2 		$311K Buy
8,700
+2,839
+48% +$97.4K 0.04% 266
2019
Q1 		$200K Sell
5,861
-880
-13% -$29.6K 0.03% 318
2018
Q4 		$223K Buy
+6,741
New +$222K 0.06% 236

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

Integrated Wealth Concepts's SPIB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q1 2026, buying an estimated $845K and bringing the position to 180,343 shares worth $6.05M. The position accounts for 0.05% of the portfolio, ranked #365.

Integrated Wealth Concepts first reported a position in SPIB in Q4 2018 and has held it in 30 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Integrated Wealth Concepts held 180,343 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.05M as of Q1 2026.
  • Integrated Wealth Concepts bought 25,014 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $845K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #365 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 30 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.