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

MGO Private Wealth’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 		– Sell
-19,375
Closed -$655K – 55
2025
Q4 		$655K Hold
19,375
– – 0.41% 39
2025
Q3 		$657K Sell
19,375
-3,418
-15% -$115K 0.39% 41
2025
Q2 		$765K Sell
22,793
-13,791
-38% -$457K 0.49% 39
2025
Q1 		$1.22M Sell
36,584
-20,845
-36% -$687K 0.86% 25
2024
Q4 		$1.88M Buy
57,429
+3,690
+7% +$122K 1.34% 17
2024
Q3 		$1.81M Buy
53,739
+1,351
+3% +$44.9K 1.29% 17
2024
Q2 		$1.71M Sell
52,388
-2,032
-4% -$65.8K 1.07% 21
2024
Q1 		$1.78M Sell
54,420
-9,460
-15% -$309K 1.12% 20
2023
Q4 		$2.1M Sell
63,880
-340
-0.5% -$10.8K 1.44% 18
2023
Q3 		$2.02M Buy
64,220
+7,489
+13% +$239K 1.51% 18
2023
Q2 		$1.82M Sell
56,731
-21,044
-27% -$679K 1.37% 20
2023
Q1 		$2.53M Sell
77,775
-19,783
-20% -$638K 1.98% 15
2022
Q4 		$3.11M Sell
97,558
-25,338
-21% -$801K 1.42% 23
2022
Q3 		$3.85M Buy
+122,896
New +$4.01M 1.83% 16

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 $18.1B AUM 24.63% 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

MGO Private Wealth's SPIB Position: Q1 2026 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 19,375 shares — an estimated $655K sold.

MGO Private Wealth first reported a position in SPIB in Q3 2022 and held it in 14 quarters. The position peaked at $3.85M in Q3 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 19,375 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $655K.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and held it in 14 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.85M in Q3 2022.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.