PEWA
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Pacific Excel Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-7,369
Closed -$247K – 305
2026
Q1 		$247K Buy
+7,369
New +$249K 0.26% 119

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

Pacific Excel Wealth Advisors's SPIB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 7,369 shares — an estimated $247K sold.

Pacific Excel Wealth Advisors first reported a position in SPIB in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 7,369 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $247K.
  • Pacific Excel Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $247K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.