JPL Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

JPL Wealth Management’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	$4.95M	Buy	147,877 +68,322	+86%	+$2.29M	0.98%	36
2026 Q1	$2.67M	Buy	79,555 +7,859	+11%	+$266K	0.61%	60
2025 Q4	$2.42M	Buy	71,696 +4,340	+6%	+$147K	0.59%	67
2025 Q3	$2.28M	Buy	67,356 +5,051	+8%	+$170K	0.54%	69
2025 Q2	$2.09M	Buy	62,305 +2,441	+4%	+$80.8K	0.56%	70
2025 Q1	$1.99M	Buy	59,864 +4,818	+9%	+$159K	0.57%	69
2024 Q4	$1.8M	Buy	+55,046	New	+$1.82M	0.52%	69
2024 Q2	$635K	Buy	19,492 +6,695	+52%	+$217K	0.31%	72
2024 Q1	$418K	Buy	+12,797	New	+$417K	0.23%	85

Other funds holding SPIB

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 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 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

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 $17.2B AUM 24.89% 1-Year Est. Return

JPL Wealth Management's SPIB Position: Q2 2026 in Review

JPL Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 86% in Q2 2026, buying an estimated $2.29M and bringing the position to 147,877 shares worth $4.95M. The position accounts for 0.98% of the portfolio, ranked #36.

JPL Wealth Management first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

JPL Wealth Management held 147,877 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.95M as of Q2 2026.
JPL Wealth Management bought 68,322 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.29M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.98% of JPL Wealth Management's portfolio in Q2 2026, its #36 holding.
JPL Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 9 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.