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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
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 $377B AUM 19.32% 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 $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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

JT Stratford LLC's SPIB Position: Q1 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.9% in Q1 2026, buying an estimated $40.8K and bringing the position to 65,831 shares worth $2.21M. The position accounts for 0.28% of the portfolio, ranked #87.

JT Stratford LLC first reported a position in SPIB in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.7M in Q2 2019. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • JT Stratford LLC held 65,831 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.21M as of Q1 2026.
  • JT Stratford LLC bought 1,207 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $40.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.28% of JT Stratford LLC's portfolio in Q1 2026, its #87 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 20 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.7M in Q2 2019.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.