Navigation Wealth Management
SPIB icon

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

Navigation Wealth Management’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 		$525K Sell
16,236
-784
-5% -$25.9K 0.79% 19
2026
Q2 		$569K Buy
17,020
+184
+1% +$6.16K 0.78% 15
2026
Q1 		$565K Sell
16,836
-776
-4% -$26.2K 2.04% 12
2025
Q4 		$595K Buy
17,612
+1,178
+7% +$39.9K 0.88% 10
2025
Q3 		$557K Buy
16,434
+1,440
+10% +$48.5K 0.82% 9
2025
Q2 		$503K Buy
+14,994
New +$496K 0.74% 13

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Navigation Wealth Management's SPIB Position: Q3 2026 in Review

Navigation Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 4.6% in Q3 2026, selling an estimated $25.9K and leaving 16,236 shares worth $525K. The position accounts for 0.79% of the portfolio, ranked #19.

Navigation Wealth Management first reported a position in SPIB in Q2 2025 and has held it in 6 quarters since. The position peaked at $595K in Q4 2025. 480 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Navigation Wealth Management held 16,236 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $525K as of Q3 2026.
  • Navigation Wealth Management sold 784 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $25.9K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.79% of Navigation Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Navigation Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q2 2025 and has held it in 6 quarters since.
  • Navigation Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $595K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Navigation Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.