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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's SPIB Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q1 2026, buying an estimated $88.6K and bringing the position to 21,230 shares worth $712K. The position accounts for 0.02% of the portfolio, ranked #718.

Mutual Advisors first reported a position in SPIB in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.67M in Q4 2020. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Mutual Advisors held 21,230 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $712K as of Q1 2026.
Mutual Advisors bought 2,622 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $88.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #718 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 27 quarters since.
Mutual Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.67M in Q4 2020.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.