NL
SPIB icon

NWAM LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

NWAM LLC’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 		$1.21M Sell
36,083
-1,566
-4% -$52.4K 0.06% 301
2026
Q1 		$1.26M Buy
37,649
+1,668
+5% +$56.4K 0.07% 252
2025
Q4 		$1.22M Buy
35,981
+1,743
+5% +$59K 0.07% 248
2025
Q3 		$1.17M Sell
34,238
-110
-0.3% -$3.7K 0.06% 257
2025
Q2 		$1.15M Buy
34,348
+1,880
+6% +$62.2K 0.07% 249
2025
Q1 		$1.08M Buy
32,468
+1,315
+4% +$43.3K 0.09% 198
2024
Q4 		$1.02M Buy
31,153
+2,417
+8% +$80K 0.06% 261
2024
Q3 		$969K Buy
+28,736
New +$955K 0.06% 274
2024
Q2 		– Sell
-18,215
Closed -$590K – 474
2024
Q1 		$590K Buy
18,215
+254
+1% +$8.29K 0.05% 305
2023
Q4 		$590K Buy
17,961
+127
+0.7% +$4.04K 0.05% 313
2023
Q3 		$561K Buy
17,834
+4,567
+34% +$145K 0.06% 274
2023
Q2 		$426K Buy
+13,267
New +$428K 0.04% 358
2021
Q1 		– Sell
-5,525
Closed -$205K – 529
2020
Q4 		$205K Buy
+5,525
New +$204K 0.02% 416
2020
Q3 		– Sell
-11,849
Closed -$433K – 402
2020
Q2 		$433K Buy
+11,849
New +$421K 0.06% 266

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

NWAM LLC's SPIB Position: Q2 2026 in Review

NWAM LLC reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.2% in Q2 2026, selling an estimated $52.4K and leaving 36,083 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #301.

NWAM LLC first reported a position in SPIB in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • NWAM LLC held 36,083 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.21M as of Q2 2026.
  • NWAM LLC sold 1,566 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $52.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #301 holding.
  • NWAM LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • NWAM LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.26M 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 NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.