&Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

&Partners’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	$14.9M	Buy	444,123 +254,763	+135%	+$8.53M	0.06%	288
2026 Q1	$6.35M	Buy	189,360 +121,128	+178%	+$4.09M	0.03%	460
2025 Q4	$2.31M	Buy	68,232 +7,298	+12%	+$247K	0.01%	801
2025 Q3	$2.08M	Buy	60,934 +9,616	+19%	+$324K	0.01%	736
2025 Q2	$1.71M	Buy	51,318 +14,023	+38%	+$464K	0.01%	736
2025 Q1	$1.24M	Buy	37,295 +153	+0.4%	+$5.04K	0.01%	736
2024 Q4	$1.22M	Buy	37,142 +3,776	+11%	+$125K	0.01%	685
2024 Q3	$1.12M	Buy	33,366 +24,032	+257%	+$799K	0.02%	535
2024 Q2	$304K	Buy	+9,334	New	+$302K	0.01%	712

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

&Partners's SPIB Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 135% in Q2 2026, buying an estimated $8.53M and bringing the position to 444,123 shares worth $14.9M. The position accounts for 0.06% of the portfolio, ranked #288.

&Partners first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

&Partners held 444,123 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $14.9M as of Q2 2026.
&Partners bought 254,763 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $8.53M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #288 holding.
&Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.