Moment Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Moment Partners’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	$13.4M	Buy	+413,628	New	+$13.6M	2.09%	10
2026 Q2	–	Sell	-318,949	Closed	-$10.7M	–	114
2026 Q1	$10.7M	Buy	+318,949	New	+$10.8M	1.91%	10
2025 Q4	–	Sell	-276,016	Closed	-$9.35M	–	122
2025 Q3	$9.35M	Buy	276,016 +3,895	+1%	+$131K	1.65%	11
2025 Q2	$9.14M	Sell	272,121 -245	-0.1%	-$8.11K	1.71%	11
2025 Q1	$9.05M	Buy	272,366 +37,892	+16%	+$1.25M	1.79%	12
2024 Q4	$7.68M	Buy	+234,474	New	+$7.76M	1.46%	12

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Moment Partners's SPIB Position: Q3 2026 in Review

Moment Partners opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 413,628 shares worth $13.4M. The stake represents 2.09% of the portfolio and ranks #10 among its holdings. This is a return to the name: Moment Partners previously reported a position in SPIB as recently as Q1 2026.

Moment Partners first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 515 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Moment Partners held 413,628 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $13.4M as of Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Moment Partners position in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 2.09% of Moment Partners's portfolio in Q3 2026, its #10 holding.
Moment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2024 and has held it in 6 quarters since.
515 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Moment Partners's 13F filing for Q3 2026, filed 13 Nov 2026.