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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
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 $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWAM LLC's SPIB Position: Q1 2026 in Review

NWAM LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q1 2026, buying an estimated $56.4K and bringing the position to 37,649 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #252.

NWAM LLC first reported a position in SPIB in Q2 2020 and has held it in 13 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • NWAM LLC held 37,649 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.26M as of Q1 2026.
  • NWAM LLC bought 1,668 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $56.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #252 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 13 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.