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Legacy Capital Wealth Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-12,614
Closed -$423K – 409
2026
Q1 		$423K Hold
12,614
– – 0.09% 231
2025
Q4 		$426K Hold
12,614
– – 0.09% 230
2025
Q3 		$427K Hold
12,614
– – 0.09% 236
2025
Q2 		$424K Hold
12,614
– – 0.1% 230
2025
Q1 		$419K Hold
12,614
– – 0.1% 219
2024
Q4 		$413K Buy
+12,614
New +$418K 0.1% 210

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

Legacy Capital Wealth Partners's SPIB Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 12,614 shares — an estimated $423K sold.

Legacy Capital Wealth Partners first reported a position in SPIB in Q4 2024 and held it in 6 quarters. The position peaked at $427K in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 12,614 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $423K.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Capital Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $427K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.