Jim Simons
SPIB icon

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
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
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
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
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

Jim Simons's SPIB Position: Q1 2026 in Review

Jim Simons opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 141,300 shares worth $4.74M. The stake represents 0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPIB as recently as Q3 2025.

Jim Simons first reported a position in SPIB in Q4 2017 and has held it in 22 quarters since. The position peaked at $31.5M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Jim Simons held 141,300 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.74M as of Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Jim Simons position in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1414 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 22 quarters since.
  • Jim Simons's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $31.5M in Q1 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.