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 Q3	$7.39M	Buy	229,021 +11,330	+5%	+$374K	2.72%	10
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Leslie Global Wealth's SPIB Position: Q3 2026 in Review

Leslie Global Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.2% in Q3 2026, buying an estimated $374K and bringing the position to 229,021 shares worth $7.39M. The position accounts for 2.72% of the portfolio, ranked #10.

Leslie Global Wealth first reported a position in SPIB in Q2 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Leslie Global Wealth held 229,021 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.39M as of Q3 2026.
Leslie Global Wealth bought 11,330 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $374K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.72% of Leslie Global Wealth's portfolio in Q3 2026, its #10 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 7 quarters since.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.