Moment Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Moment Partners's SPIB Position: Q2 2026 in Review

Moment Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 318,949 shares — an estimated $10.7M sold.

Moment Partners first reported a position in SPIB in Q4 2024 and held it in 5 quarters. The position peaked at $10.7M in Q1 2026. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Moment Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Moment Partners sold 318,949 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $10.7M.
Moment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Moment Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.7M in Q1 2026.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.