LPL Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

LPL Financial’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	$1.74B	Buy	51,974,915 +2,918,486	+6%	+$98.6M	0.46%	40
2025 Q4	$1.66B	Buy	49,056,429 +2,313,152	+5%	+$78.3M	0.45%	43
2025 Q3	$1.58B	Buy	46,743,277 +1,873,661	+4%	+$63M	0.46%	41
2025 Q2	$1.51B	Buy	44,869,616 +2,637,433	+6%	+$87.3M	0.5%	36
2025 Q1	$1.4B	Buy	42,232,183 +3,902,141	+10%	+$129M	0.55%	28
2024 Q4	$1.26B	Buy	38,330,042 +3,353,932	+10%	+$111M	0.51%	34
2024 Q3	$1.18B	Buy	34,976,110 +2,519,120	+8%	+$83.7M	0.53%	30
2024 Q2	$1.06B	Buy	32,456,990 +3,136,076	+11%	+$102M	0.53%	31
2024 Q1	$959M	Buy	29,320,914 +16,811,376	+134%	+$548M	0.51%	34
2023 Q4	$411M	Buy	12,509,538 +545,856	+5%	+$17.3M	0.25%	87
2023 Q3	$376M	Buy	11,963,682 +757,777	+7%	+$24.1M	0.26%	86
2023 Q2	$360M	Buy	11,205,905 +926,372	+9%	+$29.9M	0.26%	88
2023 Q1	$334M	Buy	10,279,533 +2,603,047	+34%	+$84M	0.26%	87
2022 Q4	$244M	Sell	7,676,486 -200,700	-3%	-$6.35M	0.21%	100
2022 Q3	$247M	Buy	7,877,186 +1,217,533	+18%	+$39.7M	0.24%	92
2022 Q2	$217M	Buy	6,659,653 +323,328	+5%	+$10.7M	0.21%	101
2022 Q1	$216M	Sell	6,336,325 -47,289	-0.7%	-$1.66M	0.19%	103
2021 Q4	$231M	Sell	6,383,614 -1,196,598	-16%	-$43.4M	0.19%	100
2021 Q3	$277M	Buy	7,580,212 +1,472,367	+24%	+$54.1M	0.26%	80
2021 Q2	$224M	Buy	6,107,845 +365,716	+6%	+$13.4M	0.23%	90
2021 Q1	$208M	Buy	5,742,129 +1,096,405	+24%	+$40.2M	0.24%	88
2020 Q4	$173M	Buy	4,645,724 +908,294	+24%	+$33.5M	0.22%	90
2020 Q3	$137M	Buy	3,737,430 +318,305	+9%	+$11.7M	0.21%	95
2020 Q2	$125M	Buy	3,419,125 +1,115,644	+48%	+$39.7M	0.22%	94
2020 Q1	$78.3M	Buy	2,303,481 +77,579	+3%	+$2.72M	0.17%	118
2019 Q4	$78.6M	Sell	2,225,902 -376,106	-14%	-$13.3M	0.14%	135
2019 Q3	$91.8M	Buy	2,602,008 +116,134	+5%	+$4.07M	0.19%	105
2019 Q2	$86.8M	Buy	2,485,874 +49,438	+2%	+$1.7M	0.19%	103
2019 Q1	$83.3M	Buy	2,436,436 +108,198	+5%	+$3.63M	0.19%	107
2018 Q4	$76.9M	Buy	2,328,238 +1,788,878	+332%	+$58.9M	0.2%	98
2018 Q3	$18M	Sell	539,360 -16,521	-3%	-$550K	0.04%	323
2018 Q2	$18.5M	Buy	555,881 +80,626	+17%	+$2.68M	0.05%	300
2018 Q1	$15.9M	Buy	475,255 +4,824	+1%	+$163K	0.04%	321
2017 Q4	$16.1M	Buy	470,431 +18,925	+4%	+$651K	0.05%	304
2017 Q3	$15.6M	Buy	451,506 +13,568	+3%	+$468K	0.06%	275
2017 Q2	$15.1M	Buy	437,938 +41,220	+10%	+$1.42M	0.06%	274
2017 Q1	$13.5M	Sell	396,718 -11,527	-3%	-$392K	0.09%	183
2016 Q4	$13.8M	Buy	408,245 +20,975	+5%	+$719K	0.11%	165
2016 Q3	$13.4M	Sell	387,270 -2,176	-0.6%	-$75.9K	0.13%	143
2016 Q2	$13.6M	Buy	389,446 +61,688	+19%	+$2.12M	0.11%	139
2016 Q1	$11.2M	Buy	327,758 +5,021	+2%	+$169K	0.03%	404
2015 Q4	$10.8M	Buy	322,737 +167,382	+108%	+$5.66M	0.03%	421
2015 Q3	$5.27M	Buy	155,355 +71,877	+86%	+$2.43M	0.03%	445
2015 Q2	$2.84M	Buy	83,478 +48,571	+139%	+$1.67M	0.01%	735
2015 Q1	$1.21M	Buy	34,907 +5,112	+17%	+$176K	0.01%	1225
2014 Q4	$1.02M	Buy	29,795 +3,025	+11%	+$104K	0.01%	1292
2014 Q3	$916K	Buy	26,770 +6,011	+29%	+$206K	0.01%	1327
2014 Q2	$715K	Sell	20,759 -4,255	-17%	-$146K	﹤0.01%	1555
2014 Q1	$850K	Sell	25,014 -5,220	-17%	-$177K	0.01%	1369
2013 Q4	$1.02M	Sell	30,234 -14,151	-32%	-$478K	0.01%	1239
2013 Q3	$1.49M	Buy	44,385 +15,706	+55%	+$527K	0.01%	959
2013 Q2	$963K	Buy	+28,679	New	+$990K	0.01%	1144

Other funds holding SPIB

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial's SPIB Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.9% in Q1 2026, buying an estimated $98.6M and bringing the position to 51,974,915 shares worth $1.74B. The position accounts for 0.46% of the portfolio, ranked #40.

LPL Financial first reported a position in SPIB in Q2 2013 and has held it in 52 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

LPL Financial held 51,974,915 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.74B as of Q1 2026.
LPL Financial bought 2,918,486 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $98.6M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.46% of LPL Financial's portfolio in Q1 2026, its #40 holding.
LPL Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.