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 Q2	$14.7M	Buy	439,193 +29,968	+7%	+$1M	6.02%	6
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 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

Leicht Financial Planning & Wealth Management's SPIB Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.3% in Q2 2026, buying an estimated $1M and bringing the position to 439,193 shares worth $14.7M. The position accounts for 6.02% of the portfolio, ranked #6.

Leicht Financial Planning & Wealth Management first reported a position in SPIB in Q4 2019 and has held it in 27 quarters since. 588 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Leicht Financial Planning & Wealth Management held 439,193 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $14.7M as of Q2 2026.
Leicht Financial Planning & Wealth Management bought 29,968 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 6.02% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #6 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 27 quarters since.
588 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.