Integrity Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Integrity Financial’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	–	Sell	-10	Closed	-$338	–	314
2025 Q4	$338	Sell	10 -73	-88%	-$2.47K	﹤0.01%	282
2025 Q3	$2.81K	Sell	83 -12	-13%	-$404	﹤0.01%	265
2025 Q2	$3.19K	Hold	95	–	–	﹤0.01%	267
2025 Q1	$3.16K	Hold	95	–	–	﹤0.01%	248
2024 Q4	$3.11K	Hold	95	–	–	﹤0.01%	225
2024 Q3	$3.2K	Hold	95	–	–	﹤0.01%	203
2024 Q2	$3.09K	Hold	95	–	–	﹤0.01%	205
2024 Q1	$3.11K	Hold	95	–	–	﹤0.01%	197
2023 Q4	$3.12K	Hold	95	–	–	﹤0.01%	185
2023 Q3	$2.99K	Hold	95	–	–	﹤0.01%	200
2023 Q2	$3.05K	Hold	95	–	–	﹤0.01%	184
2023 Q1	$3.09K	Hold	95	–	–	﹤0.01%	189
2022 Q4	$3.02K	Hold	95	–	–	﹤0.01%	185
2022 Q3	$3K	Hold	95	–	–	﹤0.01%	181
2022 Q2	$3K	Hold	95	–	–	﹤0.01%	192
2022 Q1	$3K	Hold	95	–	–	﹤0.01%	198
2021 Q4	$3K	Buy	+95	New	+$3.44K	﹤0.01%	201

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Financial's SPIB Position: Q1 2026 in Review

Integrity Financial sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 10 shares — an estimated $338 sold.

Integrity Financial first reported a position in SPIB in Q4 2021 and held it in 17 quarters. The position peaked at $3.2K in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Integrity Financial reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Integrity Financial sold 10 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $338.
Integrity Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 17 quarters.
Integrity Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.2K in Q3 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.