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JT Stratford LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

JT Stratford LLC’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 		$1.99M Sell
59,566
-6,265
-10% -$210K 0.22% 101
2026
Q1 		$2.21M Buy
65,831
+1,207
+2% +$40.8K 0.28% 87
2025
Q4 		$2.18M Buy
64,624
+15,988
+33% +$541K 0.28% 81
2025
Q3 		$1.65M Buy
48,636
+29,011
+148% +$976K 0.22% 96
2025
Q2 		$659K Buy
+19,625
New +$650K 0.1% 177
2022
Q1 		– Sell
-32,552
Closed -$1.18M – 232
2021
Q4 		$1.18M Sell
32,552
-444
-1% -$16.1K 0.32% 78
2021
Q3 		$1.21M Sell
32,996
-218
-0.7% -$8.02K 0.37% 69
2021
Q2 		$1.22M Buy
33,214
+25,307
+320% +$924K 0.39% 71
2021
Q1 		$287K Sell
7,907
-3,439
-30% -$126K 0.1% 159
2020
Q4 		$422K Sell
11,346
-445
-4% -$16.4K 0.16% 116
2020
Q3 		$433K Buy
11,791
+1,631
+16% +$60K 0.19% 100
2020
Q2 		$371K Sell
10,160
-24,826
-71% -$883K 0.19% 106
2020
Q1 		$1.19M Sell
34,986
-1,728
-5% -$60.6K 0.73% 44
2019
Q4 		$1.3M Buy
36,714
+625
+2% +$22K 0.59% 52
2019
Q3 		$1.27M Sell
36,089
-127,026
-78% -$4.46M 0.72% 49
2019
Q2 		$5.7M Buy
163,115
+16,153
+11% +$554K 3.16% 5
2019
Q1 		$5.02M Buy
146,962
+12,485
+9% +$419K 2.88% 5
2018
Q4 		$4.44M Sell
134,477
-15,858
-11% -$523K 2.96% 4
2018
Q3 		$5.01M Buy
150,335
+3,150
+2% +$105K 2.87% 5
2018
Q2 		$4.9M Buy
147,185
+52,398
+55% +$1.74M 3.02% 4
2018
Q1 		$3.18M Buy
+94,787
New +$3.2M 1.98% 10

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

JT Stratford LLC's SPIB Position: Q2 2026 in Review

JT Stratford LLC reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.5% in Q2 2026, selling an estimated $210K and leaving 59,566 shares worth $1.99M. The position accounts for 0.22% of the portfolio, ranked #101.

JT Stratford LLC first reported a position in SPIB in Q1 2018 and has held it in 21 quarters since. The position peaked at $5.7M in Q2 2019. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • JT Stratford LLC held 59,566 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.99M as of Q2 2026.
  • JT Stratford LLC sold 6,265 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $210K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.22% of JT Stratford LLC's portfolio in Q2 2026, its #101 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 21 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.7M in Q2 2019.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.