NorthRock Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

NorthRock Partners’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	–	Sell	-11,780	Closed	-$395K	–	729
2026 Q1	$395K	Buy	+11,780	New	+$398K	0.01%	457
2025 Q2	–	Sell	-3,013	Closed	-$100K	–	898
2025 Q1	$100K	Hold	3,013	–	–	﹤0.01%	630
2024 Q4	$98.7K	Buy	3,013 +1,000	+50%	+$33.1K	﹤0.01%	616
2024 Q3	$67.9K	Sell	2,013 -256	-11%	-$8.51K	﹤0.01%	678
2024 Q2	$73.9K	Sell	2,269 -2,097	-48%	-$67.9K	﹤0.01%	642
2024 Q1	$143K	Buy	4,366 +3,228	+284%	+$105K	0.01%	607
2023 Q4	$37.4K	Buy	+1,138	New	+$36.2K	﹤0.01%	634

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

NorthRock Partners's SPIB Position: Q2 2026 in Review

NorthRock Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 11,780 shares — an estimated $395K sold.

NorthRock Partners first reported a position in SPIB in Q4 2023 and held it in 7 quarters. The position peaked at $395K in Q1 2026. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

NorthRock Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
NorthRock Partners sold 11,780 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $395K.
NorthRock Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
NorthRock Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $395K in Q1 2026.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.