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

Mutual 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 		$1.07M Buy
31,877
+10,647
+50% +$356K 0.02% 630
2026
Q1 		$712K Buy
21,230
+2,622
+14% +$88.6K 0.02% 718
2025
Q4 		$629K Buy
18,608
+1,117
+6% +$37.8K 0.01% 766
2025
Q3 		$595K Sell
17,491
-170
-1% -$5.72K 0.01% 775
2025
Q2 		$591K Sell
17,661
-14
-0.1% -$464 0.01% 702
2025
Q1 		$587K Sell
17,675
-14,466
-45% -$477K 0.02% 652
2024
Q4 		$1.05M Sell
32,141
-8,476
-21% -$281K 0.03% 464
2024
Q3 		$1.35M Buy
40,617
+8,773
+28% +$292K 0.04% 386
2024
Q2 		$1.05M Buy
31,844
+8,567
+37% +$277K 0.03% 471
2024
Q1 		$761K Buy
23,277
+2,895
+14% +$94.4K 0.02% 571
2023
Q4 		$669K Buy
20,382
+3,751
+23% +$119K 0.02% 574
2023
Q3 		$523K Buy
16,631
+7,044
+73% +$224K 0.02% 610
2023
Q2 		$308K Buy
9,587
+56
+0.6% +$1.81K 0.01% 801
2023
Q1 		$310K Buy
9,531
+154
+2% +$4.97K 0.01% 768
2022
Q4 		$298K Sell
9,377
-18,461
-66% -$584K 0.01% 742
2022
Q3 		$872K Buy
+27,838
New +$907K 0.04% 405
2022
Q2 		– Sell
-7,253
Closed -$248K – 919
2022
Q1 		$248K Sell
7,253
-8,342
-53% -$292K 0.01% 765
2021
Q4 		$564K Sell
15,595
-3,070
-16% -$111K 0.03% 540
2021
Q3 		$682K Sell
18,665
-2,279
-11% -$83.8K 0.04% 457
2021
Q2 		$769K Sell
20,944
-29,354
-58% -$1.07M 0.05% 420
2021
Q1 		$1.82M Sell
50,298
-48,548
-49% -$1.78M 0.12% 208
2020
Q4 		$3.67M Buy
98,846
+20,185
+26% +$745K 0.27% 76
2020
Q3 		$2.89M Buy
78,661
+10,026
+15% +$369K 0.25% 88
2020
Q2 		$2.51M Buy
68,635
+2,963
+5% +$105K 0.25% 93
2020
Q1 		$2.23M Buy
65,672
+23,140
+54% +$811K 0.3% 79
2019
Q4 		$1.5M Buy
42,532
+6,177
+17% +$218K 0.16% 156
2019
Q3 		$1.28M Buy
36,355
+6,120
+20% +$215K 0.17% 148
2019
Q2 		$1.06M Buy
+30,235
New +$1.04M 0.14% 189

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

Mutual Advisors's SPIB Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 50% in Q2 2026, buying an estimated $356K and bringing the position to 31,877 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #630.

Mutual Advisors first reported a position in SPIB in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.67M in Q4 2020. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Mutual Advisors held 31,877 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.07M as of Q2 2026.
  • Mutual Advisors bought 10,647 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $356K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #630 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.67M in Q4 2020.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.