Morling Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Morling Financial Advisors’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	$30	Hold	1	–	–	﹤0.01%	120
2026 Q1	$30	Hold	1	–	–	﹤0.01%	104
2025 Q4	$30	Hold	1	–	–	﹤0.01%	99
2025 Q3	$30	Buy	+1	New	+$34	﹤0.01%	101

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morling Financial Advisors's SPIB Position: Q2 2026 in Review

Morling Financial Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Morling Financial Advisors first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Morling Financial Advisors held 1 share of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $30 as of Q2 2026.
Morling Financial Advisors 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 Morling Financial Advisors's portfolio in Q2 2026, its #120 holding.
Morling Financial Advisors 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.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.