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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
Q2 		$829K Buy
24,767
+2,824
+13% +$94.5K 0.01% 1020
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
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Oppenheimer & Co's SPIB Position: Q2 2026 in Review

Oppenheimer & Co increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 13% in Q2 2026, buying an estimated $94.5K and bringing the position to 24,767 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #1020.

Oppenheimer & Co first reported a position in SPIB in Q1 2017 and has held it in 16 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Oppenheimer & Co held 24,767 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $829K as of Q2 2026.
  • Oppenheimer & Co bought 2,824 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $94.5K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1020 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 16 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.