MF
SPIB icon

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

Meridian Financial’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 		$923K Buy
27,515
+783
+3% +$26.5K 0.5% 45
2025
Q4 		$904K Buy
26,732
+3,537
+15% +$120K 0.49% 47
2025
Q3 		$786K Buy
23,195
+1,085
+5% +$36.5K 0.44% 48
2025
Q2 		$742K Buy
22,110
+3,100
+16% +$103K 0.48% 45
2025
Q1 		$632K Buy
19,010
+3,320
+21% +$109K 0.44% 47
2024
Q4 		$514K Buy
15,690
+8,640
+123% +$286K 0.36% 57
2024
Q3 		$238K Buy
+7,050
New +$234K 0.16% 116

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Financial's SPIB Position: Q1 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.9% in Q1 2026, buying an estimated $26.5K and bringing the position to 27,515 shares worth $923K. The position accounts for 0.5% of the portfolio, ranked #45.

Meridian Financial first reported a position in SPIB in Q3 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Meridian Financial held 27,515 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $923K as of Q1 2026.
  • Meridian Financial bought 783 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $26.5K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.5% of Meridian Financial's portfolio in Q1 2026, its #45 holding.
  • Meridian Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.