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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Legacy Wealth Management (Idaho)’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
-901
Closed -$30.2K – 841
2026
Q1 		$30.2K Sell
901
-45
-5% -$1.52K 0.02% 334
2025
Q4 		$32K Buy
946
+896
+1,792% +$30.3K 0.02% 272
2025
Q3 		$1.7K Hold
50
– – ﹤0.01% 561
2025
Q2 		$1.68K Hold
50
– – ﹤0.01% 541
2025
Q1 		$1.66K Hold
50
– – ﹤0.01% 571
2024
Q4 		$1.64K Hold
50
– – ﹤0.01% 525
2024
Q3 		$1.65K Buy
+50
New +$1.66K ﹤0.01% 497

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 22.9% 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 Wealth Management (Idaho)'s SPIB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 901 shares — an estimated $30.2K sold.

Legacy Wealth Management (Idaho) first reported a position in SPIB in Q3 2024 and held it in 7 quarters. The position peaked at $32K in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 901 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $30.2K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $32K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.