Pathstone Holdings
SPIB icon

Pathstone Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pathstone Holdings’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 		$389K Buy
11,596
+219
+2% +$7.4K ﹤0.01% 1866
2025
Q4 		$385K Buy
11,377
+609
+6% +$20.6K ﹤0.01% 1857
2025
Q3 		$365K Hold
10,768
– – ﹤0.01% 1930
2025
Q2 		$362K Hold
10,768
– – ﹤0.01% 1852
2025
Q1 		$358K Buy
+10,768
New +$355K ﹤0.01% 1871
2024
Q1 		– Sell
-16,374
Closed -$537K – 2341
2023
Q4 		$537K Buy
+16,374
New +$520K ﹤0.01% 1458

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

Pathstone Holdings's SPIB Position: Q1 2026 in Review

Pathstone Holdings increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.9% in Q1 2026, buying an estimated $7.4K and bringing the position to 11,596 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Pathstone Holdings first reported a position in SPIB in Q4 2023 and has held it in 6 quarters since. The position peaked at $537K in Q4 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Pathstone Holdings held 11,596 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $389K as of Q1 2026.
  • Pathstone Holdings bought 219 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $7.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1866 holding.
  • Pathstone Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Pathstone Holdings's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $537K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.