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 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 $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy CG's SPIB Position: Q1 2026 in Review

Legacy CG reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.5% in Q1 2026, selling an estimated $10.7K and leaving 8,861 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #43.

Legacy CG first reported a position in SPIB in Q1 2022 and has held it in 12 quarters since. The position peaked at $5.75M in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Legacy CG held 8,861 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $297K as of Q1 2026.
Legacy CG sold 317 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $10.7K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Legacy CG's portfolio in Q1 2026, its #43 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 12 quarters since.
Legacy CG's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.75M in Q2 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.