PP
SPIB icon

PDS Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

PDS Planning’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 		$290K Sell
8,658
-155
-2% -$5.24K 0.02% 401
2025
Q4 		$298K Sell
8,813
-63
-0.7% -$2.13K 0.02% 384
2025
Q3 		$301K Sell
8,876
-1,073
-11% -$36.1K 0.02% 374
2025
Q2 		$334K Buy
9,949
+28
+0.3% +$927 0.02% 327
2025
Q1 		$330K Buy
9,921
+18
+0.2% +$593 0.03% 302
2024
Q4 		$324K Sell
9,903
-221
-2% -$7.32K 0.03% 275
2024
Q3 		$341K Buy
10,124
+888
+10% +$29.5K 0.03% 269
2024
Q2 		$301K Buy
9,236
+13
+0.1% +$421 0.03% 258
2024
Q1 		$302K Buy
9,223
+7
+0.1% +$228 0.03% 260
2023
Q4 		$303K Sell
9,216
-38,524
-81% -$1.22M 0.03% 231
2023
Q3 		$1.5M Buy
47,740
+73
+0.2% +$2.33K 0.19% 60
2023
Q2 		$1.53M Sell
47,667
-4,985
-9% -$161K 0.2% 61
2023
Q1 		$1.71M Buy
52,652
+19
+0% +$613 0.24% 52
2022
Q4 		$1.68M Buy
+52,633
New +$1.66M 0.27% 47

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 $18.1B AUM 24.63% 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

PDS Planning's SPIB Position: Q1 2026 in Review

PDS Planning reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.8% in Q1 2026, selling an estimated $5.24K and leaving 8,658 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #401.

PDS Planning first reported a position in SPIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q1 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • PDS Planning held 8,658 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $290K as of Q1 2026.
  • PDS Planning sold 155 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $5.24K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #401 holding.
  • PDS Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • PDS Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.71M in Q1 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.