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

Modern 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 		$2.47M Buy
73,799
+67,054
+994% +$2.24M 0.03% 355
2026
Q1 		$226K Buy
+6,745
New +$228K ﹤0.01% 801
2025
Q2 		– Sell
-10,880
Closed -$362K – 807
2025
Q1 		$362K Sell
10,880
-2,810
-21% -$92.6K 0.01% 483
2024
Q4 		$448K Buy
13,690
+2,773
+25% +$91.8K 0.02% 381
2024
Q3 		$368K Buy
+10,917
New +$363K 0.02% 301

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

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

Modern Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 994% in Q2 2026, buying an estimated $2.24M and bringing the position to 73,799 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #355.

Modern Wealth Management first reported a position in SPIB in Q3 2024 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Modern Wealth Management held 73,799 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.47M as of Q2 2026.
  • Modern Wealth Management bought 67,054 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.24M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.