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

Juncture Wealth Strategies’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 		$430K Sell
12,849
-533
-4% -$17.8K 0.11% 123
2026
Q1 		$449K Sell
13,382
-797
-6% -$26.9K 0.15% 82
2025
Q4 		$479K Sell
14,179
-46
-0.3% -$1.56K 0.16% 76
2025
Q3 		$482K Sell
14,225
-15
-0.1% -$505 0.16% 74
2025
Q2 		$478K Sell
14,240
-96
-0.7% -$3.18K 0.17% 74
2025
Q1 		$477K Sell
14,336
-1,701
-11% -$56.1K 0.19% 76
2024
Q4 		$525K Sell
16,037
-721
-4% -$23.9K 0.2% 71
2024
Q3 		$565K Buy
16,758
+608
+4% +$20.2K 0.22% 68
2024
Q2 		$526K Sell
16,150
-719
-4% -$23.3K 0.22% 63
2024
Q1 		$551K Buy
16,869
+4
+0% +$130 0.24% 57
2023
Q4 		$554K Sell
16,865
-3,150
-16% -$100K 0.25% 69
2023
Q3 		$629K Buy
20,015
+10
+0% +$318 0.31% 69
2023
Q2 		$642K Sell
20,005
-5,279
-21% -$170K 0.3% 70
2023
Q1 		$821K Sell
25,284
-928
-4% -$29.9K 0.4% 43
2022
Q4 		$834K Sell
26,212
-1,617
-6% -$51.1K 0.4% 46
2022
Q3 		$872K Buy
27,829
+1,835
+7% +$59.8K 0.43% 42
2022
Q2 		$848K Buy
+25,994
New +$859K 0.42% 41

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Juncture Wealth Strategies's SPIB Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4% in Q2 2026, selling an estimated $17.8K and leaving 12,849 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #123.

Juncture Wealth Strategies first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. The position peaked at $872K in Q3 2022. 106 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Juncture Wealth Strategies held 12,849 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $430K as of Q2 2026.
  • Juncture Wealth Strategies sold 533 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $17.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Juncture Wealth Strategies's portfolio in Q2 2026, its #123 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $872K in Q3 2022.
  • 106 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.