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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
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
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

Onyx Bridge Wealth Group's SPIB Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 17% in Q1 2026, selling an estimated $1.17M and leaving 173,639 shares worth $5.82M. The position accounts for 0.63% of the portfolio, ranked #42.

Onyx Bridge Wealth Group first reported a position in SPIB in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.35M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Onyx Bridge Wealth Group held 173,639 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.82M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 34,762 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.17M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.63% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #42 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 5 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.35M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.