MWM
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Marion Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Marion Wealth Management’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 		$679K Buy
20,290
+736
+4% +$24.6K 0.14% 93
2026
Q1 		$656K Sell
19,554
-2,803
-13% -$94.7K 0.15% 89
2025
Q4 		$757K Buy
22,357
+290
+1% +$9.82K 0.17% 83
2025
Q3 		$748K Sell
22,067
-6
-0% -$202 0.18% 81
2025
Q2 		$741K Sell
22,073
-1,224
-5% -$40.5K 0.19% 81
2025
Q1 		$774K Sell
23,297
-2,646
-10% -$87.2K 0.21% 78
2024
Q4 		$850K Buy
25,943
+523
+2% +$17.3K 0.23% 78
2024
Q3 		$857K Hold
25,420
– – 0.23% 78
2024
Q2 		$828K Hold
25,420
– – 0.24% 79
2024
Q1 		$831K Sell
25,420
-1,841
-7% -$60.1K 0.25% 76
2023
Q4 		$895K Sell
27,261
-60,820
-69% -$1.93M 0.29% 72
2023
Q3 		$2.77M Sell
88,081
-21,243
-19% -$677K 0.98% 26
2023
Q2 		$3.51M Sell
109,324
-1,952
-2% -$63K 1.25% 21
2023
Q1 		$3.62M Sell
111,276
-21,728
-16% -$701K 1.35% 19
2022
Q4 		$4.23M Sell
133,004
-623,129
-82% -$19.7M 1.79% 15
2022
Q3 		$23.7M Buy
756,133
+164,378
+28% +$5.36M 12.16% 1
2022
Q2 		$19.3M Buy
+591,755
New +$19.6M 10.12% 1
2022
Q1 		– Sell
-17,754
Closed -$642K – 96
2021
Q4 		$642K Buy
+17,754
New +$644K 0.3% 72

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Marion Wealth Management's SPIB Position: Q2 2026 in Review

Marion Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.8% in Q2 2026, buying an estimated $24.6K and bringing the position to 20,290 shares worth $679K. The position accounts for 0.14% of the portfolio, ranked #93.

Marion Wealth Management first reported a position in SPIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.7M in Q3 2022. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Marion Wealth Management held 20,290 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $679K as of Q2 2026.
  • Marion Wealth Management bought 736 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Marion Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Marion Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Marion Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $23.7M in Q3 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.