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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$43.8K Hold
1,310
– – ﹤0.01% 448
2026
Q1 		$44K Hold
1,310
– – ﹤0.01% 432
2025
Q4 		$44.4K Hold
1,310
– – ﹤0.01% 421
2025
Q3 		$44.5K Hold
1,310
– – ﹤0.01% 435
2025
Q2 		$44K Hold
1,310
– – ﹤0.01% 394
2025
Q1 		$43.1K Hold
1,310
– – ﹤0.01% 388
2024
Q4 		$43.2K Sell
1,310
-749
-36% -$24.8K ﹤0.01% 406
2024
Q3 		$68.3K Buy
2,059
+749
+57% +$24.9K ﹤0.01% 370
2024
Q2 		$43.1K Hold
1,310
– – ﹤0.01% 403
2024
Q1 		$42.1K Buy
+1,310
New +$42.7K ﹤0.01% 411

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

Loring Wolcott & Coolidge Fiduciary Advisors's SPIB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 1,310 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $68.3K in Q3 2024. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,310 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $43.8K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #448 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $68.3K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.