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

Legacy Private Trust’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 		– Sell
-19,968
Closed -$675K – 270
2025
Q4 		$675K Hold
19,968
– – 0.04% 180
2025
Q3 		$677K Hold
19,968
– – 0.04% 175
2025
Q2 		$671K Hold
19,968
– – 0.04% 174
2025
Q1 		$664K Hold
19,968
– – 0.05% 169
2024
Q4 		$654K Hold
19,968
– – 0.04% 166
2024
Q3 		$673K Hold
19,968
– – 0.05% 170
2024
Q2 		$650K Hold
19,968
– – 0.05% 160
2024
Q1 		$653K Hold
19,968
– – 0.05% 159
2023
Q4 		$656K Sell
19,968
-13,589
-40% -$432K 0.05% 157
2023
Q3 		$1.06M Buy
+33,557
New +$1.07M 0.09% 137
2022
Q3 		– Sell
-7,116
Closed -$232K – 231
2022
Q2 		$232K Sell
7,116
-21,016
-75% -$695K 0.02% 211
2022
Q1 		$961K Sell
28,132
-3,223
-10% -$113K 0.07% 149
2021
Q4 		$1.13M Sell
31,355
-21,097
-40% -$765K 0.09% 145
2021
Q3 		$1.92M Buy
52,452
+867
+2% +$31.9K 0.16% 105
2021
Q2 		$1.89M Buy
51,585
+651
+1% +$23.8K 0.16% 109
2021
Q1 		$1.85M Sell
50,934
-8,782
-15% -$322K 0.17% 107
2020
Q4 		$2.22M Sell
59,716
-2,367
-4% -$87.4K 0.21% 94
2020
Q3 		$2.28M Sell
62,083
-4,410
-7% -$162K 0.24% 87
2020
Q2 		$2.43M Sell
66,493
-14,425
-18% -$513K 0.27% 88
2020
Q1 		$2.75M Sell
80,918
-20,496
-20% -$719K 0.36% 73
2019
Q4 		$3.58M Sell
101,414
-19,752
-16% -$696K 0.37% 73
2019
Q3 		$4.28M Sell
121,166
-16,764
-12% -$588K 0.48% 57
2019
Q2 		$4.82M Sell
137,930
-16,595
-11% -$569K 0.55% 56
2019
Q1 		$5.28M Sell
154,525
-113,650
-42% -$3.82M 0.63% 49
2018
Q4 		$8.86M Sell
268,175
-82,075
-23% -$2.7M 1.14% 25
2018
Q3 		$11.7M Buy
350,250
+97,111
+38% +$3.24M 1.32% 20
2018
Q2 		$8.43M Sell
253,139
-135,050
-35% -$4.49M 1% 29
2018
Q1 		$13M Sell
388,189
-18,014
-4% -$608K 1.52% 18
2017
Q4 		$13.9M Buy
406,203
+276,098
+212% +$9.49M 1.62% 17
2017
Q3 		$4.49M Buy
130,105
+112,605
+643% +$3.89M 0.55% 47
2017
Q2 		$602K Sell
17,500
-1,495
-8% -$51.4K 0.08% 165
2017
Q1 		$648K Sell
18,995
-4,455
-19% -$152K 0.08% 166
2016
Q4 		$795K Hold
23,450
– – 0.11% 155
2016
Q3 		$819K Hold
23,450
– – 0.11% 146
2016
Q2 		$818K Hold
23,450
– – 0.12% 143
2016
Q1 		$804K Hold
23,450
– – 0.12% 148
2015
Q4 		$784K Sell
23,450
-720
-3% -$24.3K 0.12% 148
2015
Q3 		$821K Hold
24,170
– – 0.13% 145
2015
Q2 		$821K Hold
24,170
– – 0.12% 157
2015
Q1 		$835K Hold
24,170
– – 0.12% 156
2014
Q4 		$826K Sell
24,170
-350
-1% -$12K 0.12% 161
2014
Q3 		$837K Hold
24,520
– – 0.13% 157
2014
Q2 		$845K Sell
24,520
-800
-3% -$27.4K 0.13% 151
2014
Q1 		$861K Buy
+25,320
New +$859K 0.15% 121

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Private Trust's SPIB Position: Q1 2026 in Review

Legacy Private Trust sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 19,968 shares — an estimated $675K sold.

Legacy Private Trust first reported a position in SPIB in Q1 2014 and held it in 44 quarters. The position peaked at $13.9M in Q4 2017. 574 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Legacy Private Trust reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Private Trust sold 19,968 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $675K.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2014 and held it in 44 quarters.
  • Legacy Private Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.9M in Q4 2017.
  • 574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.