NWM
SPIB icon

Navigation Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Navigation Wealth Management's SPIB Position: Q2 2026 in Review

Navigation Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q2 2026, buying an estimated $6.16K and bringing the position to 17,020 shares worth $569K. The position accounts for 0.78% of the portfolio, ranked #15.

Navigation Wealth Management first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $595K in Q4 2025. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Navigation Wealth Management held 17,020 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $569K as of Q2 2026.
  • Navigation Wealth Management bought 184 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $6.16K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.78% of Navigation Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Navigation Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Navigation Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $595K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.