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

Kingsview 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 		$3.14M Sell
93,847
-4,950
-5% -$166K 0.04% 459
2026
Q1 		$3.31M Buy
98,797
+1,667
+2% +$56.3K 0.05% 394
2025
Q4 		$3.28M Buy
97,130
+47,899
+97% +$1.62M 0.05% 367
2025
Q3 		$1.67M Buy
49,231
+7,157
+17% +$241K 0.03% 494
2025
Q2 		$1.41M Buy
42,074
+6,540
+18% +$217K 0.02% 499
2025
Q1 		$1.18M Buy
35,534
+4,772
+16% +$157K 0.02% 505
2024
Q4 		$1.01M Sell
30,762
-14,758
-32% -$488K 0.02% 547
2024
Q3 		$1.53M Sell
45,520
-7,186
-14% -$239K 0.03% 435
2024
Q2 		$1.72M Buy
52,706
+201
+0.4% +$6.51K 0.04% 387
2024
Q1 		$1.72M Buy
52,505
+822
+2% +$26.8K 0.04% 372
2023
Q4 		$1.7M Buy
51,683
+381
+0.7% +$12.1K 0.05% 316
2023
Q3 		$1.61M Sell
51,302
-37,807
-42% -$1.2M 0.06% 333
2023
Q2 		$2.86M Buy
89,109
+3,479
+4% +$112K 0.11% 193
2023
Q1 		$2.78M Sell
85,630
-2,290
-3% -$73.9K 0.12% 187
2022
Q4 		$2.8M Buy
87,920
+18,220
+26% +$576K 0.12% 196
2022
Q3 		$2.18M Buy
69,700
+23,964
+52% +$781K 0.1% 213
2022
Q2 		$1.49M Buy
45,736
+4,483
+11% +$148K 0.07% 271
2022
Q1 		$1.41M Buy
41,253
+7,398
+22% +$259K 0.06% 306
2021
Q4 		$1.22M Buy
33,855
+4,976
+17% +$180K 0.05% 337
2021
Q3 		$1.05M Buy
28,879
+5,860
+25% +$215K 0.05% 362
2021
Q2 		$843K Buy
23,019
+14,940
+185% +$545K 0.04% 418
2021
Q1 		$293K Buy
+8,079
New +$296K 0.02% 652

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

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

Kingsview Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5% in Q2 2026, selling an estimated $166K and leaving 93,847 shares worth $3.14M. The position accounts for 0.04% of the portfolio, ranked #459.

Kingsview Wealth Management first reported a position in SPIB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.31M in Q1 2026. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Kingsview Wealth Management held 93,847 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.14M as of Q2 2026.
  • Kingsview Wealth Management sold 4,950 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $166K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.31M in Q1 2026.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.