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

Modera 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
2026
Q2 		$213K Hold
6,362
– – ﹤0.01% 624
2026
Q1 		$213K Hold
6,362
– – ﹤0.01% 600
2025
Q4 		$215K Hold
6,362
– – ﹤0.01% 610
2025
Q3 		$216K Buy
+6,362
New +$214K ﹤0.01% 618

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Modera Wealth Management's SPIB Position: Q2 2026 in Review

Modera Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 6,362 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Modera Wealth Management first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $216K in Q3 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Modera Wealth Management held 6,362 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $213K as of Q2 2026.
  • Modera Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #624 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $216K in Q3 2025.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.