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Mather Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mather Group’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 		$59.4K Buy
1,775
+86
+5% +$2.88K ﹤0.01% 1066
2026
Q1 		$56.7K Buy
+1,689
New +$57.1K ﹤0.01% 1032
2025
Q4 		– Sell
-403
Closed -$13.7K – 1512
2025
Q3 		$13.7K Buy
+403
New +$13.6K ﹤0.01% 1203
2025
Q2 		– Sell
-961
Closed -$31.9K – 1569
2025
Q1 		$31.9K Buy
+961
New +$31.7K ﹤0.01% 979
2024
Q3 		– Sell
-913
Closed -$29.8K – 2142
2024
Q2 		$29.8K Buy
+913
New +$29.6K ﹤0.01% 1151

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 22.96% 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

Mather Group's SPIB Position: Q2 2026 in Review

Mather Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 1,775 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Mather Group first reported a position in SPIB in Q2 2024 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Mather Group held 1,775 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $59.4K as of Q2 2026.
  • Mather Group bought 86 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.88K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1066 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.