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 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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPIB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.2% in Q2 2026, selling an estimated $75.2K and leaving 28,971 shares worth $969K. The position accounts for 0.18% of the portfolio, ranked #61.

Matthew Hamilton Rosenberg first reported a position in SPIB in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.05M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Matthew Hamilton Rosenberg held 28,971 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $969K as of Q2 2026.
Matthew Hamilton Rosenberg sold 2,248 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $75.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #61 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 26 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.05M in Q1 2026.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.