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

Jefferies Financial Group’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	-214,592	Closed	-$7.26M	–	2176
2025 Q4	$7.26M	Buy	+214,592	New	+$7.27M	0.04%	402
2025 Q1	–	Sell	-5,130,273	Closed	-$168M	–	1979
2024 Q4	$168M	Buy	5,130,273 +4,630,273	+926%	+$153M	1.01%	16
2024 Q3	$16.9M	Buy	+500,000	New	+$16.6M	0.12%	108
2024 Q1	–	Sell	-100,000	Closed	-$3.28M	–	2003
2023 Q4	$3.28M	Buy	+100,000	New	+$3.18M	0.02%	530
2023 Q3	–	Sell	-1,472,210	Closed	-$47.3M	–	1964
2023 Q2	$47.3M	Buy	1,472,210 +628,710	+75%	+$20.3M	0.42%	37
2023 Q1	$27.4M	Buy	+843,500	New	+$27.2M	0.22%	76

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $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 $13.4B AUM 18.56% 1-Year Est. Return

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

Jefferies Financial Group's SPIB Position: Q1 2026 in Review

Jefferies Financial Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 214,592 shares — an estimated $7.26M sold.

Jefferies Financial Group first reported a position in SPIB in Q1 2023 and held it in 6 quarters. The position peaked at $168M in Q4 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Jefferies Financial Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 214,592 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $7.26M.
Jefferies Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Jefferies Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $168M in Q4 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.