Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$4.42M	Buy	136,966 +107,995	+373%	+$3.56M	0.79%	18
2026 Q2	$969K	Sell	28,971 -2,248	-7%	-$75.2K	0.18%	61
2026 Q1	$1.05M	Buy	31,219 +2,846	+10%	+$96.2K	0.21%	51
2025 Q4	$959K	Buy	28,373 +10,838	+62%	+$367K	0.2%	52
2025 Q3	$594K	Buy	17,535 +8,251	+89%	+$278K	0.13%	75
2025 Q2	$312K	Buy	9,284 +274	+3%	+$9.07K	0.07%	139
2025 Q1	$299K	Buy	9,010 +2,207	+32%	+$72.8K	0.08%	130
2024 Q4	$223K	Buy	6,803 +5,599	+465%	+$185K	0.06%	164
2024 Q3	$40.6K	Hold	1,204	–	–	0.01%	460
2024 Q2	$39K	Hold	1,204	–	–	0.01%	461
2024 Q1	$39.1K	Hold	1,204	–	–	0.01%	458
2023 Q4	$39.5K	Hold	1,204	–	–	0.01%	460
2023 Q3	$37.9K	Sell	1,204 -1,863	-61%	-$59.3K	0.01%	455
2023 Q2	$98.5K	Sell	3,067 -51	-2%	-$1.65K	0.03%	297
2023 Q1	$101K	Hold	3,118	–	–	0.03%	309
2022 Q4	$99.2K	Sell	3,118 -934	-23%	-$29.5K	0.03%	306
2022 Q3	$127K	Sell	4,052 -3,292	-45%	-$107K	0.05%	240
2022 Q2	$241K	Hold	7,344	–	–	0.09%	141
2022 Q1	$251K	Sell	7,344 -1,156	-14%	-$40.5K	0.09%	154
2021 Q4	$307K	Sell	8,500 -801	-9%	-$29K	0.11%	117
2021 Q3	$340K	Buy	9,301 +8,284	+815%	+$305K	0.13%	95
2021 Q2	$37K	Hold	1,017	–	–	0.02%	405
2021 Q1	$37K	Hold	1,017	–	–	0.02%	373
2020 Q4	$38K	Hold	1,017	–	–	0.02%	359
2020 Q3	$37K	Hold	1,017	–	–	0.03%	335
2020 Q2	$37K	Sell	1,017 -21	-2%	-$747	0.03%	339
2020 Q1	$36K	Buy	+1,038	New	+$36.4K	0.04%	308

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPIB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 373% in Q3 2026, buying an estimated $3.56M and bringing the position to 136,966 shares worth $4.42M. The position accounts for 0.79% of the portfolio, ranked #18.

Matthew Hamilton Rosenberg first reported a position in SPIB in Q1 2020 and has held it in 27 quarters since. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Matthew Hamilton Rosenberg held 136,966 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.42M as of Q3 2026.
Matthew Hamilton Rosenberg bought 107,995 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $3.56M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.79% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #18 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.