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

OneDigital Investment 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	$444K	Buy	13,258 +1,317	+11%	+$44.1K	﹤0.01%	1090
2026 Q1	$401K	Buy	11,941 +4,111	+53%	+$139K	﹤0.01%	1038
2025 Q4	$265K	Sell	7,830 -2,617	-25%	-$88.6K	﹤0.01%	1286
2025 Q3	$354K	Buy	10,447 +1,165	+13%	+$39.2K	﹤0.01%	1088
2025 Q2	$312K	Sell	9,282 -443	-5%	-$14.7K	﹤0.01%	1144
2025 Q1	$323K	Sell	9,725 -1,739	-15%	-$57.3K	﹤0.01%	1060
2024 Q4	$376K	Sell	11,464 -5,732	-33%	-$190K	﹤0.01%	1015
2024 Q3	$580K	Sell	17,196 -7,511	-30%	-$250K	0.01%	884
2024 Q2	$804K	Buy	+24,707	New	+$800K	0.01%	696
2021 Q3	–	Sell	-7,840	Closed	-$288K	–	805
2021 Q2	$288K	Sell	7,840 -16,863	-68%	-$616K	0.01%	565
2021 Q1	$895K	Sell	24,703 -246	-1%	-$9.03K	0.04%	268
2020 Q4	$928K	Buy	24,949 +2,885	+13%	+$106K	0.05%	241
2020 Q3	$811K	Buy	+22,064	New	+$812K	0.06%	228
2019 Q3	–	Sell	-122	Closed	-$4K	–	1068
2019 Q2	$4K	Buy	+122	New	+$4.18K	﹤0.01%	1081
2018 Q3	–	Sell	-146	Closed	-$5K	–	1203
2018 Q2	$5K	Buy	+146	New	+$4.86K	﹤0.01%	1168
2018 Q1	–	Sell	-18,228	Closed	-$624K	–	1374
2017 Q4	$624K	Buy	+18,228	New	+$627K	0.07%	112

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

OneDigital Investment Advisors's SPIB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 11% in Q2 2026, buying an estimated $44.1K and bringing the position to 13,258 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

OneDigital Investment Advisors first reported a position in SPIB in Q4 2017 and has held it in 16 quarters since. The position peaked at $928K in Q4 2020. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

OneDigital Investment Advisors held 13,258 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $444K as of Q2 2026.
OneDigital Investment Advisors bought 1,317 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $44.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1090 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 16 quarters since.
OneDigital Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $928K in Q4 2020.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.