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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
Q2 		$248K Sell
7,424
-1,234
-14% -$41.3K 0.01% 493
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 $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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PDS Planning's SPIB Position: Q2 2026 in Review

PDS Planning reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2026, selling an estimated $41.3K and leaving 7,424 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #493.

PDS Planning first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q1 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • PDS Planning held 7,424 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $248K as of Q2 2026.
  • PDS Planning sold 1,234 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $41.3K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #493 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 15 quarters since.
  • PDS Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.71M in Q1 2023.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.