Onyx Bridge Wealth Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Onyx Bridge Wealth Group’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	$3.51M	Sell	104,909 -68,730	-40%	-$2.3M	0.32%	67
2026 Q1	$5.82M	Sell	173,639 -34,762	-17%	-$1.17M	0.63%	42
2025 Q4	$7.05M	Sell	208,401 -8,508	-4%	-$288K	0.75%	36
2025 Q3	$7.35M	Buy	+216,909	New	+$7.3M	0.8%	32
2025 Q2	–	Sell	-7,647	Closed	-$254K	–	326
2025 Q1	$254K	Buy	7,647 +1,006	+15%	+$33.2K	0.04%	234
2024 Q4	$218K	Buy	+6,641	New	+$220K	0.03%	246

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

Onyx Bridge Wealth Group's SPIB Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 40% in Q2 2026, selling an estimated $2.3M and leaving 104,909 shares worth $3.51M. The position accounts for 0.32% of the portfolio, ranked #67.

Onyx Bridge Wealth Group first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.35M in Q3 2025. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Onyx Bridge Wealth Group held 104,909 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.51M as of Q2 2026.
Onyx Bridge Wealth Group sold 68,730 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.3M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.32% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #67 holding.
Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.35M in Q3 2025.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.