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 Q3	$45.9M	Buy	1,422,899 +1,177,491	+480%	+$38.9M	7.8%	4
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

SGAM

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFA Wealth Advisors's SPIB Position: Q3 2026 in Review

MFA Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 480% in Q3 2026, buying an estimated $38.9M and bringing the position to 1,422,899 shares worth $45.9M. The position accounts for 7.8% of the portfolio, ranked #4.

MFA Wealth Advisors first reported a position in SPIB in Q4 2017 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

MFA Wealth Advisors held 1,422,899 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $45.9M as of Q3 2026.
MFA Wealth Advisors bought 1,177,491 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $38.9M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 7.8% of MFA Wealth Advisors's portfolio in Q3 2026, its #4 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 7 quarters since.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.