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

Legacy CG’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	$296K	Hold	8,861	–	–	0.08%	44
2026 Q1	$297K	Sell	8,861 -317	-3%	-$10.7K	0.08%	43
2025 Q4	$310K	Hold	9,178	–	–	0.09%	45
2025 Q3	$311K	Sell	9,178 -161,978	-95%	-$5.45M	0.09%	43
2025 Q2	$5.75M	Buy	171,156 +21,760	+15%	+$720K	1.71%	26
2025 Q1	$4.97M	Buy	149,396 +6,567	+5%	+$216K	1.6%	26
2024 Q4	$4.68M	Buy	142,829 +30,510	+27%	+$1.01M	1.43%	30
2024 Q3	$3.79M	Buy	112,319 +17,624	+19%	+$586K	1.24%	38
2024 Q2	$3.08M	Buy	94,695 +70,100	+285%	+$2.27M	1.05%	37
2024 Q1	$804K	Sell	24,595 -6,252	-20%	-$204K	0.29%	38
2023 Q4	$1.01M	Buy	+30,847	New	+$980K	0.38%	36
2022 Q3	–	Sell	-37,694	Closed	-$1.23M	–	113
2022 Q2	$1.23M	Buy	37,694 +10,960	+41%	+$362K	0.85%	42
2022 Q1	$913K	Buy	+26,734	New	+$936K	0.59%	41

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Legacy CG's SPIB Position: Q2 2026 in Review

Legacy CG held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 8,861 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #44.

Legacy CG first reported a position in SPIB in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.75M in Q2 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Legacy CG held 8,861 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $296K as of Q2 2026.
Legacy CG 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 0.08% of Legacy CG's portfolio in Q2 2026, its #44 holding.
Legacy CG first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and has held it in 13 quarters since.
Legacy CG's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.75M in Q2 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.