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

MFA 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 Q2	$8.21M	Buy	+245,408	New	+$8.21M	1.4%	21
2024 Q4	–	Sell	-331	Closed	-$11.2K	–	343
2024 Q3	$11.2K	Sell	331 -12	-3%	-$399	﹤0.01%	322
2024 Q2	$11.2K	Buy	+343	New	+$11.1K	﹤0.01%	322
2018 Q3	–	Sell	-81,586	Closed	-$2.72M	–	64
2018 Q2	$2.72M	Buy	81,586 +302	+0.4%	+$10K	1.78%	14
2018 Q1	$2.7M	Buy	81,284 +156	+0.2%	+$5.26K	2.03%	13
2017 Q4	$2.76M	Buy	+81,128	New	+$2.79M	1.87%	17

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $17.2B AUM 24.89% 1-Year Est. Return

MFA Wealth Advisors's SPIB Position: Q2 2026 in Review

MFA Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 245,408 shares worth $8.21M. The stake represents 1.4% of the portfolio and ranks #21 among its holdings. This is a return to the name: MFA Wealth Advisors previously reported a position in SPIB as recently as Q3 2024.

MFA Wealth Advisors first reported a position in SPIB in Q4 2017 and has held it in 6 quarters since. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

MFA Wealth Advisors held 245,408 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.21M as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new MFA Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.4% of MFA Wealth Advisors's portfolio in Q2 2026, its #21 holding.
MFA Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 6 quarters since.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.