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 Q3	$1.04M	Buy	32,202 +1,388	+5%	+$45.8K	0.49%	47
2026 Q2	$1.03M	Buy	30,814 +3,299	+12%	+$110K	0.5%	47
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Meridian Financial's SPIB Position: Q3 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.5% in Q3 2026, buying an estimated $45.8K and bringing the position to 32,202 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #47.

Meridian Financial first reported a position in SPIB in Q3 2024 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Meridian Financial held 32,202 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.04M as of Q3 2026.
Meridian Financial bought 1,388 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $45.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.49% of Meridian Financial's portfolio in Q3 2026, its #47 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 9 quarters since.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.