JAA
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Joel Adams & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Joel Adams & Associates’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 		$250K Buy
7,464
+475
+7% +$15.9K 0.16% 62
2026
Q1 		$234K Buy
+6,989
New +$236K 0.17% 61

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $17.2B AUM 24.89% 1-Year Est. Return

Joel Adams & Associates's SPIB Position: Q2 2026 in Review

Joel Adams & Associates increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.8% in Q2 2026, buying an estimated $15.9K and bringing the position to 7,464 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #62.

Joel Adams & Associates first reported a position in SPIB in Q1 2026 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Joel Adams & Associates held 7,464 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $250K as of Q2 2026.
  • Joel Adams & Associates bought 475 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $15.9K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of Joel Adams & Associates's portfolio in Q2 2026, its #62 holding.
  • Joel Adams & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.