LFPWM
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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Leicht Financial Planning & Wealth Management’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 		$13.7M Buy
409,225
+615
+0.2% +$20.8K 6.23% 7
2025
Q4 		$13.8M Buy
408,610
+31,262
+8% +$1.06M 6.18% 7
2025
Q3 		$12.8M Sell
377,348
-3,986
-1% -$134K 5.77% 7
2025
Q2 		$12.8M Buy
381,334
+77,239
+25% +$2.56M 6.08% 7
2025
Q1 		$10.1M Buy
304,095
+10,440
+4% +$344K 5.29% 7
2024
Q4 		$9.62M Buy
293,655
+2,556
+0.9% +$84.6K 4.92% 7
2024
Q3 		$9.81M Buy
291,099
+482
+0.2% +$16K 4.94% 7
2024
Q2 		$9.46M Buy
290,617
+8,826
+3% +$286K 5.04% 7
2024
Q1 		$9.21M Buy
281,791
+22,049
+8% +$719K 5.05% 7
2023
Q4 		$8.53M Sell
259,742
-10,369
-4% -$330K 4.89% 7
2023
Q3 		$8.5M Buy
270,111
+2,065
+0.8% +$65.8K 5.24% 7
2023
Q2 		$8.61M Sell
268,046
-46,296
-15% -$1.49M 5.2% 7
2023
Q1 		$10.2M Buy
314,342
+110,849
+54% +$3.58M 6.29% 7
2022
Q4 		$6.48M Buy
203,493
+879
+0.4% +$27.8K 4.34% 10
2022
Q3 		$6.35M Sell
202,614
-7,768
-4% -$253K 4.54% 9
2022
Q2 		$6.87M Sell
210,382
-3,967
-2% -$131K 4.65% 9
2022
Q1 		$7.32M Buy
214,349
+4,031
+2% +$141K 4.36% 10
2021
Q4 		$7.6M Buy
210,318
+252
+0.1% +$9.13K 4.34% 10
2021
Q3 		$7.73M Buy
210,066
+8,007
+4% +$294K 4.64% 9
2021
Q2 		$7.43M Sell
202,059
-327
-0.2% -$11.9K 4.51% 9
2021
Q1 		$7.34M Buy
202,386
+3,602
+2% +$132K 4.75% 9
2020
Q4 		$7.39M Sell
198,784
-12,621
-6% -$466K 5.01% 10
2020
Q3 		$7.77M Sell
211,405
-23,778
-10% -$875K 5.77% 9
2020
Q2 		$8.59M Sell
235,183
-20,436
-8% -$727K 6.82% 7
2020
Q1 		$8.69M Buy
255,619
+227,959
+824% +$7.99M 8.4% 2
2019
Q4 		$977K Buy
+27,660
New +$975K 0.89% 33

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPIB Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.15% in Q1 2026, buying an estimated $20.8K and bringing the position to 409,225 shares worth $13.7M. The position accounts for 6.23% of the portfolio, ranked #7.

Leicht Financial Planning & Wealth Management first reported a position in SPIB in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.8M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Leicht Financial Planning & Wealth Management held 409,225 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $13.7M as of Q1 2026.
  • Leicht Financial Planning & Wealth Management bought 615 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $20.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 6.23% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.8M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.