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

MGB Wealth Management’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
2025
Q4 		$1.09M Buy
32,185
+5,584
+21% +$189K 0.31% 69
2025
Q3 		$901K Sell
26,601
-2,024
-7% -$68.1K 0.25% 82
2025
Q2 		$960K Buy
28,625
+1,835
+7% +$60.8K 0.32% 78
2025
Q1 		$890K Buy
26,790
+9,395
+54% +$310K 0.32% 84
2024
Q4 		$570K Hold
17,395
– – 0.18% 102
2024
Q3 		$588K Buy
17,395
+10,675
+159% +$355K 0.21% 102
2024
Q2 		$220K Hold
6,720
– – 0.08% 179
2024
Q1 		$220K Hold
6,720
– – 0.09% 178
2023
Q4 		$221K Buy
+6,720
New +$214K 0.11% 168

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MGB Wealth Management's SPIB Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 21% in Q4 2025, buying an estimated $189K and bringing the position to 32,185 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #69.

MGB Wealth Management first reported a position in SPIB in Q4 2023 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold SPIB as of Q4 2025.

  • MGB Wealth Management held 32,185 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.09M as of Q4 2025.
  • MGB Wealth Management bought 5,584 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2025, an estimated $189K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.31% of MGB Wealth Management's portfolio in Q4 2025, its #69 holding.
  • MGB Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.