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O'Shaughnessy Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

O'Shaughnessy Asset Management’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 		$39K Buy
1,165
+1,113
+2,140% +$37.2K ﹤0.01% 2296
2026
Q1 		$1.74K Sell
52
-761
-94% -$25.7K ﹤0.01% 2564
2025
Q4 		$27.5K Buy
813
+761
+1,463% +$25.8K ﹤0.01% 2311
2025
Q3 		$1.76K Hold
52
– – ﹤0.01% 2468
2025
Q2 		$1.75K Hold
52
– – ﹤0.01% 2281
2025
Q1 		$1.73K Buy
52
+51
+5,100% +$1.68K ﹤0.01% 2222
2024
Q4 		$33 Buy
+1
New +$33 ﹤0.01% 2180
2024
Q3 		– Sell
-11
Closed -$358 – 2183
2024
Q2 		$358 Buy
+11
New +$356 ﹤0.01% 1934

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

O'Shaughnessy Asset Management's SPIB Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2,140% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,165 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

O'Shaughnessy Asset Management first reported a position in SPIB in Q2 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • O'Shaughnessy Asset Management held 1,165 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $39K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,113 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $37.2K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2296 holding.
  • O'Shaughnessy Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.