PFG
SPIB icon

Pacific Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pacific Financial Group’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 		$2.69M Buy
80,472
+4,603
+6% +$154K 1.29% 23
2026
Q1 		$2.54M Buy
75,869
+3,494
+5% +$118K 1.37% 21
2025
Q4 		$2.45M Buy
72,375
+9,992
+16% +$338K 1.36% 22
2025
Q3 		$2.11M Buy
62,383
+1,641
+3% +$55.2K 1.57% 14
2025
Q2 		$2.04M Sell
60,742
-9,930
-14% -$329K 1.59% 14
2025
Q1 		$2.35M Sell
70,672
-4,115
-6% -$136K 1.9% 14
2024
Q4 		$2.45M Buy
74,787
+444
+0.6% +$14.7K 1.82% 14
2024
Q3 		$2.51M Sell
74,343
-4,644
-6% -$154K 1.84% 14
2024
Q2 		$2.57M Sell
78,987
-5,881
-7% -$190K 1.82% 14
2024
Q1 		$2.77M Buy
84,868
+557
+0.7% +$18.2K 1.91% 13
2023
Q4 		$2.77M Buy
84,311
+993
+1% +$31.6K 2.06% 14
2023
Q3 		$2.62M Buy
83,318
+318
+0.4% +$10.1K 1.71% 19
2023
Q2 		$2.67M Buy
83,000
+9,358
+13% +$302K 1.75% 20
2023
Q1 		$2.39M Buy
73,642
+434
+0.6% +$14K 1.8% 16
2022
Q4 		$2.33M Sell
73,208
-1,196
-2% -$37.8K 1.75% 16
2022
Q3 		$2.33M Sell
74,404
-5,481
-7% -$179K 2.09% 14
2022
Q2 		$2.61M Sell
79,885
-6,299
-7% -$208K 1.93% 15
2022
Q1 		$2.94M Buy
86,184
+1,588
+2% +$55.6K 1.92% 13
2021
Q4 		$3.03M Buy
84,596
+5,005
+6% +$181K 1.99% 16
2021
Q3 		$2.91M Buy
79,591
+5,932
+8% +$218K 2.07% 17
2021
Q2 		$2.7M Buy
73,659
+10,309
+16% +$376K 1.87% 15
2021
Q1 		$2.3M Buy
63,350
+8,530
+16% +$313K 1.85% 15
2020
Q4 		$2.04M Buy
54,820
+8,824
+19% +$326K 1.8% 18
2020
Q3 		$1.69M Buy
45,996
+10,174
+28% +$375K 1.33% 26
2020
Q2 		$1.22M Hold
35,822
– – 1.27% 24
2020
Q1 		$1.22M Buy
35,822
+6,256
+21% +$219K 1.26% 24
2019
Q4 		$1.04M Buy
29,566
+5,261
+22% +$185K 0.1% 61
2019
Q3 		$849K Buy
24,305
+1,628
+7% +$57.1K 0.09% 55
2019
Q2 		$775K Hold
22,677
– – 0.09% 53
2019
Q1 		$775K Buy
22,677
+1,289
+6% +$43.3K 0.09% 52
2018
Q4 		$707K Buy
+21,388
New +$705K 0.11% 45
2016
Q2 		$612K Buy
+17,552
New +$604K 1.1% 29
2015
Q4 		$187K Buy
5,597
+679
+14% +$23K 0.35% 43
2015
Q3 		$167K Buy
+4,918
New +$167K 0.22% 50

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 Financial Group's SPIB Position: Q2 2026 in Review

Pacific Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.1% in Q2 2026, buying an estimated $154K and bringing the position to 80,472 shares worth $2.69M. The position accounts for 1.29% of the portfolio, ranked #23.

Pacific Financial Group first reported a position in SPIB in Q3 2015 and has held it in 34 quarters since. The position peaked at $3.03M in Q4 2021. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Pacific Financial Group held 80,472 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.69M as of Q2 2026.
  • Pacific Financial Group bought 4,603 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $154K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.29% of Pacific Financial Group's portfolio in Q2 2026, its #23 holding.
  • Pacific Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2015 and has held it in 34 quarters since.
  • Pacific Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.03M in Q4 2021.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.