Leslie Global Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Leslie Global Wealth’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	$7.28M	Buy	+217,691	New	+$7.29M	2.84%	9
2025 Q3	–	Sell	-108,367	Closed	-$3.64M	–	77
2025 Q2	$3.64M	Sell	108,367 -76,183	-41%	-$2.52M	1.94%	13
2025 Q1	$6.13M	Buy	184,550 +34,910	+23%	+$1.15M	2.99%	12
2024 Q4	$4.9M	Buy	149,640 +44,640	+43%	+$1.48M	2.28%	15
2024 Q3	$3.54M	Sell	105,000 -26,166	-20%	-$870K	1.72%	18
2024 Q2	$4.27M	Buy	+131,166	New	+$4.25M	2.5%	16

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Leslie Global Wealth's SPIB Position: Q2 2026 in Review

Leslie Global Wealth opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 217,691 shares worth $7.28M. The stake represents 2.84% of the portfolio and ranks #9 among its holdings. This is a return to the name: Leslie Global Wealth previously reported a position in SPIB as recently as Q2 2025.

Leslie Global Wealth first reported a position in SPIB in Q2 2024 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Leslie Global Wealth held 217,691 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.28M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Leslie Global Wealth position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.84% of Leslie Global Wealth's portfolio in Q2 2026, its #9 holding.
Leslie Global Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.