Parsons Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Parsons Capital 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 Q1	$2.58M	Buy	76,923 +9,003	+13%	+$304K	0.12%	162
2025 Q4	$2.3M	Buy	67,920 +19,146	+39%	+$648K	0.13%	157
2025 Q3	$1.65M	Buy	48,774 +14,728	+43%	+$496K	0.09%	188
2025 Q2	$1.14M	Buy	34,046 +1,712	+5%	+$56.7K	0.07%	224
2025 Q1	$1.07M	Buy	32,334 +1,698	+6%	+$56K	0.06%	242
2024 Q4	$1M	Buy	30,636 +4,509	+17%	+$149K	0.05%	245
2024 Q3	$881K	Buy	26,127 +11,434	+78%	+$380K	0.06%	249
2024 Q2	$478K	Buy	+14,693	New	+$476K	0.03%	320

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parsons Capital Management's SPIB Position: Q1 2026 in Review

Parsons Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 13% in Q1 2026, buying an estimated $304K and bringing the position to 76,923 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #162.

Parsons Capital Management first reported a position in SPIB in Q2 2024 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Parsons Capital Management held 76,923 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.58M as of Q1 2026.
Parsons Capital Management bought 9,003 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $304K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.12% of Parsons Capital Management's portfolio in Q1 2026, its #162 holding.
Parsons Capital 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.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.