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

MOTCO’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	$56.9K	Buy	+1,763	New	+$58.2K	﹤0.01%	334
2022 Q1	–	Sell	-991	Closed	-$36K	–	621
2021 Q4	$36K	Hold	991	–	–	﹤0.01%	380
2021 Q3	$36K	Hold	991	–	–	﹤0.01%	379
2021 Q2	$36K	Hold	991	–	–	﹤0.01%	386
2021 Q1	$36K	Hold	991	–	–	﹤0.01%	366
2020 Q4	$37K	Hold	991	–	–	﹤0.01%	383
2020 Q3	$36K	Buy	+991	New	+$36.5K	﹤0.01%	363
2019 Q4	–	Sell	-884	Closed	-$31K	–	552
2019 Q3	$31K	Buy	+884	New	+$31K	﹤0.01%	352
2019 Q1	–	Sell	-424	Closed	-$14K	–	557
2018 Q4	$14K	Buy	+424	New	+$14K	﹤0.01%	419

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MOTCO's SPIB Position: Q3 2026 in Review

MOTCO opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 1,763 shares worth $56.9K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: MOTCO previously reported a position in SPIB as recently as Q4 2021.

MOTCO first reported a position in SPIB in Q4 2018 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

MOTCO held 1,763 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $56.9K as of Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new MOTCO position in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #334 holding.
MOTCO first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2018 and has held it in 9 quarters since.
479 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.