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

NewEdge 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	$3.55M	Sell	106,063 -9,102	-8%	-$305K	0.01%	921
2026 Q1	$3.86M	Buy	115,165 +76,912	+201%	+$2.6M	0.01%	794
2025 Q4	$1.29M	Sell	38,253 -34,152	-47%	-$1.16M	﹤0.01%	1332
2025 Q3	$2.45M	Sell	72,405 -8,005	-10%	-$269K	0.01%	915
2025 Q2	$2.7M	Buy	80,410 +582	+0.7%	+$19.3K	0.01%	797
2025 Q1	$2.65M	Sell	79,828 -25,454	-24%	-$839K	0.02%	742
2024 Q4	$3.45M	Buy	105,282 +55,040	+110%	+$1.82M	0.02%	617
2024 Q3	$1.69M	Sell	50,242 -4,811	-9%	-$160K	0.01%	865
2024 Q2	$1.79M	Buy	55,053 +10,306	+23%	+$334K	0.01%	803
2024 Q1	$1.46M	Buy	44,747 +4,609	+11%	+$150K	0.01%	817
2023 Q4	$1.31M	Buy	40,138 +7,185	+22%	+$228K	0.01%	824
2023 Q3	$1.04M	Buy	32,953 +21,800	+195%	+$694K	0.01%	852
2023 Q2	$358K	Buy	11,153 +67	+0.6%	+$2.16K	﹤0.01%	1378
2023 Q1	$360K	Sell	11,086 -3,127	-22%	-$101K	﹤0.01%	1279
2022 Q4	$444K	Buy	14,213 +6,284	+79%	+$199K	0.01%	833
2022 Q3	$248K	Sell	7,929 -1,303	-14%	-$42.5K	﹤0.01%	1287
2022 Q2	$301K	Buy	+9,232	New	+$305K	0.01%	1214
2022 Q1	–	Sell	-9,839	Closed	-$355K	–	1576
2021 Q4	$355K	Buy	+9,839	New	+$357K	0.01%	1240
2017 Q3	–	Sell	-749	Closed	-$25.7K	–	1015
2017 Q2	$25.7K	Buy	+749	New	+$25.7K	﹤0.01%	664

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

NewEdge Advisors's SPIB Position: Q2 2026 in Review

NewEdge Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.9% in Q2 2026, selling an estimated $305K and leaving 106,063 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #921.

NewEdge Advisors first reported a position in SPIB in Q2 2017 and has held it in 19 quarters since. The position peaked at $3.86M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

NewEdge Advisors held 106,063 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.55M as of Q2 2026.
NewEdge Advisors sold 9,102 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $305K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #921 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2017 and has held it in 19 quarters since.
NewEdge Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.86M in Q1 2026.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.