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

Obermeyer Wealth 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	-14,960	Closed	-$502K	–	316
2026 Q1	$502K	Hold	14,960	–	–	0.02%	172
2025 Q4	$506K	Hold	14,960	–	–	0.02%	170
2025 Q3	$507K	Hold	14,960	–	–	0.02%	169
2025 Q2	$502K	Hold	14,960	–	–	0.03%	162
2025 Q1	$497K	Hold	14,960	–	–	0.03%	152
2024 Q4	$490K	Hold	14,960	–	–	0.03%	153
2024 Q3	$504K	Hold	14,960	–	–	0.03%	153
2024 Q2	$487K	Hold	14,960	–	–	0.03%	147
2024 Q1	$489K	Hold	14,960	–	–	0.03%	144
2023 Q4	$491K	Hold	14,960	–	–	0.03%	115
2023 Q3	$470K	Hold	14,960	–	–	0.04%	115
2023 Q2	$480K	Hold	14,960	–	–	0.03%	122
2023 Q1	$486K	Hold	14,960	–	–	0.04%	116
2022 Q4	$476K	Hold	14,960	–	–	0.04%	118
2022 Q3	$469K	Hold	14,960	–	–	0.04%	119
2022 Q2	$488K	Hold	14,960	–	–	0.04%	114
2022 Q1	$511K	Hold	14,960	–	–	0.03%	123
2021 Q4	$541K	Buy	+14,960	New	+$542K	0.03%	122
2021 Q3	–	Sell	-14,960	Closed	-$549K	–	225
2021 Q2	$549K	Hold	14,960	–	–	0.03%	120
2021 Q1	$542K	Hold	14,960	–	–	0.03%	118
2020 Q4	$556K	Hold	14,960	–	–	0.04%	79
2020 Q3	$550K	Hold	14,960	–	–	0.04%	81
2020 Q2	$546K	Hold	14,960	–	–	0.05%	74
2020 Q1	$509K	Hold	14,960	–	–	0.05%	65
2019 Q4	$528K	Hold	14,960	–	–	0.05%	77
2019 Q3	$528K	Hold	14,960	–	–	0.05%	76
2019 Q2	$523K	Hold	14,960	–	–	0.05%	76
2019 Q1	$511K	Hold	14,960	–	–	0.05%	74
2018 Q4	$494K	Hold	14,960	–	–	0.05%	74
2018 Q3	$498K	Buy	+14,960	New	+$498K	0.04%	78

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Obermeyer Wealth Partners's SPIB Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 14,960 shares — an estimated $502K sold.

Obermeyer Wealth Partners first reported a position in SPIB in Q3 2018 and held it in 30 quarters. The position peaked at $556K in Q4 2020. 252 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Obermeyer Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 14,960 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $502K.
Obermeyer Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 30 quarters.
Obermeyer Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $556K in Q4 2020.
252 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.