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&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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's SPIB Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 178% in Q1 2026, buying an estimated $4.09M and bringing the position to 189,360 shares worth $6.35M. The position accounts for 0.03% of the portfolio, ranked #460.

&Partners 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.

  • &Partners held 189,360 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.35M as of Q1 2026.
  • &Partners bought 121,128 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $4.09M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #460 holding.
  • &Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.