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

McGlone Suttner 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 Q1	–	Sell	-8,423	Closed	-$285K	–	200
2025 Q4	$285K	Buy	8,423 +83	+1%	+$2.81K	0.04%	161
2025 Q3	$283K	Buy	8,340 +40	+0.5%	+$1.35K	0.04%	169
2025 Q2	$279K	Sell	8,300 -8,978	-52%	-$297K	0.04%	160
2025 Q1	$574K	Buy	+17,278	New	+$570K	0.09%	101
2024 Q1	–	Sell	-144	Closed	-$4.73K	–	676
2023 Q4	$4.73K	Buy	+144	New	+$4.58K	﹤0.01%	589

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McGlone Suttner Wealth Management's SPIB Position: Q1 2026 in Review

McGlone Suttner Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 8,423 shares — an estimated $285K sold.

McGlone Suttner Wealth Management first reported a position in SPIB in Q4 2023 and held it in 5 quarters. The position peaked at $574K in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

McGlone Suttner Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
McGlone Suttner Wealth Management sold 8,423 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $285K.
McGlone Suttner Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
McGlone Suttner Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $574K in Q1 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.