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Mayflower Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Mayflower Financial Advisors’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 		$426K Hold
12,727
– – 0.04% 313
2026
Q1 		$427K Hold
12,727
– – 0.05% 289
2025
Q4 		$430K Hold
12,727
– – 0.05% 271
2025
Q3 		$431K Hold
12,727
– – 0.05% 275
2025
Q2 		$427K Hold
12,727
– – 0.06% 261
2025
Q1 		$423K Hold
12,727
– – 0.06% 253
2024
Q4 		$417K Sell
12,727
-3,320
-21% -$110K 0.06% 250
2024
Q3 		$541K Sell
16,047
-10
-0.1% -$332 0.08% 207
2024
Q2 		$523K Buy
16,057
+10
+0.1% +$324 0.09% 202
2024
Q1 		$525K Hold
16,047
– – 0.09% 203
2023
Q4 		$527K Buy
16,047
+6,588
+70% +$209K 0.07% 196
2023
Q3 		$297K Buy
9,459
+1,816
+24% +$57.8K 0.04% 254
2023
Q2 		$245K Buy
7,643
+1,209
+19% +$39K 0.03% 303
2023
Q1 		$209K Hold
6,434
– – 0.03% 323
2022
Q4 		$205K Sell
6,434
-34,239
-84% -$1.08M 0.03% 324
2022
Q3 		$1.27M Sell
40,673
-579
-1% -$18.9K 0.21% 93
2022
Q2 		$1.35M Sell
41,252
-4,737
-10% -$157K 0.21% 92
2022
Q1 		$1.57M Sell
45,989
-5,235
-10% -$183K 0.21% 83
2021
Q4 		$1.85M Buy
+51,224
New +$1.86M 0.25% 74

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
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Mayflower Financial Advisors's SPIB Position: Q2 2026 in Review

Mayflower Financial Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 12,727 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #313.

Mayflower Financial Advisors first reported a position in SPIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2021. 129 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Mayflower Financial Advisors held 12,727 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $426K as of Q2 2026.
  • Mayflower Financial Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #313 holding.
  • Mayflower Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Mayflower Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.85M in Q4 2021.
  • 129 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.