MHS
SPIB icon

M Holdings Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

M Holdings Securities’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 		– Sell
-32,059
Closed -$1.08M – 314
2025
Q4 		$1.08M Buy
+32,059
New +$1.09M 0.08% 178
2025
Q3 		– Sell
-11,665
Closed -$392K – 178
2025
Q2 		$392K Buy
+11,665
New +$386K 0.07% 140

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's SPIB Position: Q1 2026 in Review

M Holdings Securities sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 32,059 shares — an estimated $1.08M sold.

M Holdings Securities first reported a position in SPIB in Q2 2025 and held it in 2 quarters. The position peaked at $1.08M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • M Holdings Securities reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • M Holdings Securities sold 32,059 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.08M.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • M Holdings Securities's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.08M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.