Jim Simons’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Jim Simons’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	$21M	Buy	628,500 +487,200	+345%	+$16.3M	0.03%	677
2026 Q1	$4.74M	Buy	+141,300	New	+$4.77M	0.01%	1414
2025 Q4	–	Sell	-186,100	Closed	-$6.31M	–	3728
2025 Q3	$6.31M	Sell	186,100 -112,800	-38%	-$3.8M	0.01%	1355
2025 Q2	$10M	Sell	298,900 -649,100	-68%	-$21.5M	0.01%	1053
2025 Q1	$31.5M	Buy	948,000 +515,700	+119%	+$17M	0.05%	478
2024 Q4	$14.2M	Buy	432,300 +15,259	+4%	+$505K	0.02%	810
2024 Q3	$14.1M	Sell	417,041 -53,359	-11%	-$1.77M	0.02%	866
2024 Q2	$15.3M	Buy	+470,400	New	+$15.2M	0.03%	714
2024 Q1	–	Sell	-135,000	Closed	-$4.43M	–	4052
2023 Q4	$4.43M	Buy	+135,000	New	+$4.29M	0.01%	1437
2023 Q2	–	Sell	-351,839	Closed	-$11.4M	–	4247
2023 Q1	$11.4M	Buy	351,839 +147,759	+72%	+$4.77M	0.02%	1026
2022 Q4	$6.5M	Buy	+204,080	New	+$6.45M	0.01%	1344
2022 Q3	–	Sell	-62,700	Closed	-$2.05M	–	4381
2022 Q2	$2.05M	Buy	62,700 +27,000	+76%	+$893K	﹤0.01%	2172
2022 Q1	$1.22M	Sell	35,700 -14,365	-29%	-$503K	﹤0.01%	2598
2021 Q4	$1.81M	Buy	50,065 +13,212	+36%	+$479K	﹤0.01%	2220
2021 Q3	$1.35M	Buy	36,853 +8,453	+30%	+$311K	﹤0.01%	2383
2021 Q2	$1.04M	Buy	+28,400	New	+$1.04M	﹤0.01%	2644
2021 Q1	–	Sell	-94,100	Closed	-$3.5M	–	3681
2020 Q4	$3.5M	Buy	94,100 +76,800	+444%	+$2.83M	﹤0.01%	1813
2020 Q3	$636K	Sell	17,300 -111,400	-87%	-$4.1M	﹤0.01%	2734
2020 Q2	$4.7M	Buy	+128,700	New	+$4.58M	﹤0.01%	1679
2020 Q1	–	Sell	-187,363	Closed	-$6.62M	–	3762
2019 Q4	$6.62M	Buy	+187,363	New	+$6.6M	0.01%	1690
2019 Q3	–	Sell	-7,600	Closed	-$265K	–	3676
2019 Q2	$265K	Buy	+7,600	New	+$261K	﹤0.01%	3223
2018 Q2	–	Sell	-11,970	Closed	-$401K	–	3510
2018 Q1	$401K	Sell	11,970 -21,538	-64%	-$727K	﹤0.01%	2982
2017 Q4	$1.15M	Buy	+33,508	New	+$1.15M	﹤0.01%	2606

Other funds holding SPIB

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

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Jim Simons's SPIB Position: Q2 2026 in Review

Jim Simons increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 345% in Q2 2026, buying an estimated $16.3M and bringing the position to 628,500 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #677.

Jim Simons first reported a position in SPIB in Q4 2017 and has held it in 23 quarters since. The position peaked at $31.5M in Q1 2025. 591 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Jim Simons held 628,500 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $21M as of Q2 2026.
Jim Simons bought 487,200 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $16.3M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Jim Simons's portfolio in Q2 2026, its #677 holding.
Jim Simons first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
Jim Simons's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $31.5M in Q1 2025.
591 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.