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

Medallion Wealth 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 Q1	$121K	Sell	3,619 -2,700	-43%	-$91.2K	0.04%	325
2025 Q4	$214K	Sell	6,319 -650	-9%	-$22K	0.07%	235
2025 Q3	$236K	Sell	6,969 -1,076	-13%	-$36.2K	0.08%	210
2025 Q2	$269K	Sell	8,045 -2,249	-22%	-$74.5K	0.1%	187
2025 Q1	$341K	Buy	10,294 +1,685	+20%	+$55.5K	0.16%	143
2024 Q4	$282K	Buy	+8,609	New	+$285K	0.14%	154

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 $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 $13.4B AUM 18.56% 1-Year Est. Return

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

Medallion Wealth Advisors's SPIB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 43% in Q1 2026, selling an estimated $91.2K and leaving 3,619 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #325.

Medallion Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $341K in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Medallion Wealth Advisors held 3,619 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $121K as of Q1 2026.
Medallion Wealth Advisors sold 2,700 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $91.2K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #325 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $341K 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.