Osaic Holdings
SPIB icon

Osaic Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond 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
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
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

Osaic Holdings's SPIB Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q2 2026, buying an estimated $12.9M and bringing the position to 2,477,234 shares worth $82.9M. The position accounts for 0.1% of the portfolio, ranked #215.

Osaic Holdings first reported a position in SPIB in Q1 2020 and has held it in 26 quarters since. 588 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Osaic Holdings held 2,477,234 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $82.9M as of Q2 2026.
  • Osaic Holdings bought 384,990 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $12.9M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Osaic Holdings's portfolio in Q2 2026, its #215 holding.
  • Osaic Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 588 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.