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Larson Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Larson Financial Group’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 		$22.7K Hold
679
– – ﹤0.01% 1941
2026
Q1 		$22.8K Buy
679
+84
+14% +$2.84K ﹤0.01% 1776
2025
Q4 		$20.1K Sell
595
-343
-37% -$11.6K ﹤0.01% 1725
2025
Q3 		$31.8K Buy
938
+743
+381% +$25K ﹤0.01% 1391
2025
Q2 		$6.55K Sell
195
-1,648
-89% -$54.6K ﹤0.01% 1981
2025
Q1 		$61.3K Sell
1,843
-44
-2% -$1.45K ﹤0.01% 942
2024
Q4 		$61.8K Sell
1,887
-8
-0.4% -$265 ﹤0.01% 839
2024
Q3 		$63.9K Hold
1,895
– – ﹤0.01% 837
2024
Q2 		$61.7K Buy
1,895
+1,866
+6,434% +$60.4K ﹤0.01% 756
2024
Q1 		$954 Sell
29
-134
-82% -$4.37K ﹤0.01% 1461
2023
Q4 		$5.35K Hold
163
– – ﹤0.01% 1168
2023
Q3 		$5.13K Hold
163
– – ﹤0.01% 1169
2023
Q2 		$5.23K Hold
163
– – ﹤0.01% 1092
2023
Q1 		$5.3K Hold
163
– – ﹤0.01% 1073
2022
Q4 		$5.19K Hold
163
– – ﹤0.01% 1019
2022
Q3 		$5K Buy
163
+135
+482% +$4.4K ﹤0.01% 970
2022
Q2 		$1K Hold
28
– – ﹤0.01% 1148
2022
Q1 		$1K Sell
28
-2,586
-99% -$90.5K ﹤0.01% 998
2021
Q4 		$94K Sell
2,614
-34
-1% -$1.23K 0.01% 284
2021
Q3 		$97K Buy
2,648
+2,587
+4,241% +$95.1K 0.02% 210
2021
Q2 		$2K Hold
61
– – ﹤0.01% 736
2021
Q1 		$2K Hold
61
– – ﹤0.01% 725
2020
Q4 		$2K Buy
61
+33
+118% +$1.22K ﹤0.01% 653
2020
Q3 		$1K Buy
+28
New +$1.03K ﹤0.01% 687

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

Larson Financial Group's SPIB Position: Q2 2026 in Review

Larson Financial Group held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 679 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Larson Financial Group first reported a position in SPIB in Q3 2020 and has held it in 24 quarters since. The position peaked at $97K in Q3 2021. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Larson Financial Group held 679 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $22.7K as of Q2 2026.
  • Larson Financial Group left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1941 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $97K in Q3 2021.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.