Oppenheimer & Co’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Oppenheimer & Co’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	$736K	Buy	21,943 +3,003	+16%	+$101K	0.01%	1016
2025 Q4	$640K	Sell	18,940 -2,328	-11%	-$78.8K	0.01%	978
2025 Q3	$721K	Sell	21,268 -744	-3%	-$25K	0.01%	1043
2025 Q2	$739K	Buy	22,012 +9,217	+72%	+$305K	0.01%	988
2025 Q1	$425K	Buy	12,795 +4,629	+57%	+$153K	0.01%	1129
2024 Q4	$268K	Buy	+8,166	New	+$270K	﹤0.01%	1324
2021 Q2	–	Sell	-7,090	Closed	-$257K	–	1560
2021 Q1	$257K	Sell	7,090 -288	-4%	-$10.6K	0.01%	1248
2020 Q4	$274K	Buy	7,378 +1,569	+27%	+$57.9K	0.01%	1123
2020 Q3	$214K	Buy	+5,809	New	+$214K	0.01%	1129
2020 Q2	–	Sell	-15,882	Closed	-$540K	–	1313
2020 Q1	$540K	Buy	+15,882	New	+$557K	0.02%	707
2018 Q2	–	Sell	-8,850	Closed	-$297K	–	1387
2018 Q1	$297K	Sell	8,850 -540	-6%	-$18.2K	0.01%	1065
2017 Q4	$321K	Buy	9,390 +500	+6%	+$17.2K	0.01%	1028
2017 Q3	$307K	Buy	8,890 +341	+4%	+$11.8K	0.01%	1026
2017 Q2	$294K	Buy	8,549 +2,351	+38%	+$80.8K	0.01%	1036
2017 Q1	$212K	Buy	+6,198	New	+$211K	0.01%	1148

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer & Co's SPIB Position: Q1 2026 in Review

Oppenheimer & Co increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q1 2026, buying an estimated $101K and bringing the position to 21,943 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #1016.

Oppenheimer & Co first reported a position in SPIB in Q1 2017 and has held it in 15 quarters since. The position peaked at $739K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Oppenheimer & Co held 21,943 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $736K as of Q1 2026.
Oppenheimer & Co bought 3,003 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $101K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1016 holding.
Oppenheimer & Co first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2017 and has held it in 15 quarters since.
Oppenheimer & Co's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $739K in Q2 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.