Osaic Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Osaic Holdings’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 Q3	$83.7M	Buy	2,592,754 +115,520	+5%	+$3.81M	0.1%	204
2026 Q2	$82.9M	Buy	2,477,234 +384,990	+18%	+$12.9M	0.1%	215
2026 Q1	$70.2M	Sell	2,092,244 -88,519	-4%	-$2.99M	0.1%	207
2025 Q4	$73.7M	Sell	2,180,763 -105,499	-5%	-$3.57M	0.11%	186
2025 Q3	$77.3M	Buy	2,286,262 +75,501	+3%	+$2.54M	0.11%	183
2025 Q2	$74.1M	Buy	2,210,761 +565,376	+34%	+$18.7M	0.13%	153
2025 Q1	$54.7M	Buy	1,645,385 +186,162	+13%	+$6.14M	0.12%	158
2024 Q4	$47.8M	Buy	1,459,223 +153,312	+12%	+$5.07M	0.11%	187
2024 Q3	$44M	Buy	1,305,911 +127,542	+11%	+$4.24M	0.1%	207
2024 Q2	$38.4M	Buy	1,178,369 +160,767	+16%	+$5.21M	0.09%	212
2024 Q1	$33.3M	Buy	1,017,602 +127,987	+14%	+$4.17M	0.07%	269
2023 Q4	$29.2M	Sell	889,615 -139,366	-14%	-$4.43M	0.05%	358
2023 Q3	$32.4M	Buy	1,028,981 +277,647	+37%	+$8.84M	0.05%	376
2023 Q2	$24.1M	Buy	751,334 +164,088	+28%	+$5.3M	0.04%	396
2023 Q1	$19.1M	Buy	587,246 +36,379	+7%	+$1.17M	0.04%	469
2022 Q4	$17.5M	Sell	550,867 -80,227	-13%	-$2.54M	0.04%	485
2022 Q3	$19.8M	Sell	631,094 -15,614	-2%	-$509K	0.05%	385
2022 Q2	$21.1M	Sell	646,708 -99,257	-13%	-$3.28M	0.05%	370
2022 Q1	$25.2M	Sell	745,965 -32,030	-4%	-$1.12M	0.05%	353
2021 Q4	$28.1M	Buy	777,995 +131,845	+20%	+$4.78M	0.05%	327
2021 Q3	$23.6M	Sell	646,150 -87,278	-12%	-$3.21M	0.05%	347
2021 Q2	$26.9M	Buy	733,428 +257,725	+54%	+$9.41M	0.06%	316
2021 Q1	$17.2M	Buy	475,703 +104,370	+28%	+$3.83M	0.04%	395
2020 Q4	$13.8M	Sell	371,333 -303,600	-45%	-$11.2M	0.04%	413
2020 Q3	$24.8M	Buy	674,933 +78,199	+13%	+$2.88M	0.07%	250
2020 Q2	$21.8M	Buy	596,734 +76,064	+15%	+$2.71M	0.07%	256
2020 Q1	$17.7M	Buy	+520,670	New	+$18.3M	0.07%	252

Other funds holding SPIB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Osaic Holdings's SPIB Position: Q3 2026 in Review

Osaic Holdings increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 4.7% in Q3 2026, buying an estimated $3.81M and bringing the position to 2,592,754 shares worth $83.7M. The position accounts for 0.1% of the portfolio, ranked #204.

Osaic Holdings first reported a position in SPIB in Q1 2020 and has held it in 27 quarters since. 447 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Osaic Holdings held 2,592,754 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $83.7M as of Q3 2026.
Osaic Holdings bought 115,520 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $3.81M.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.1% of Osaic Holdings's portfolio in Q3 2026, its #204 holding.
Osaic Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q1 2020 and has held it in 27 quarters since.
447 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.