Penobscot Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Penobscot Investment Management’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	$201K	Buy	+6,020	New	+$201K	0.01%	314
2026 Q1	–	Sell	-6,020	Closed	-$204K	–	323
2025 Q4	$204K	Sell	6,020 -100	-2%	-$3.39K	0.02%	312
2025 Q3	$207K	Hold	6,120	–	–	0.02%	311
2025 Q2	$206K	Sell	6,120 -200	-3%	-$6.62K	0.02%	306
2025 Q1	$210K	Hold	6,320	–	–	0.02%	290
2024 Q4	$207K	Sell	6,320 -450	-7%	-$14.9K	0.02%	294
2024 Q3	$228K	Buy	6,770 +100	+1%	+$3.32K	0.02%	298
2024 Q2	$217K	Buy	6,670 +150	+2%	+$4.86K	0.02%	292
2024 Q1	$213K	Sell	6,520 -1,600	-20%	-$52.2K	0.02%	291
2023 Q4	$267K	Buy	+8,120	New	+$258K	0.03%	258
2022 Q4	–	Sell	-8,698	Closed	-$272K	–	228
2022 Q3	$272K	Hold	8,698	–	–	0.05%	193
2022 Q2	$284K	Sell	8,698 -46,440	-84%	-$1.54M	0.05%	197
2022 Q1	$1.88M	Sell	55,138 -40,505	-42%	-$1.42M	0.27%	90
2021 Q4	$3.46M	Sell	95,643 -17,200	-15%	-$623K	0.47%	58
2021 Q3	$4.12M	Sell	112,843 -1,610	-1%	-$59.2K	0.61%	45
2021 Q2	$4.2M	Buy	114,453 +14,745	+15%	+$538K	0.62%	44
2021 Q1	$3.62M	Buy	99,708 +67,560	+210%	+$2.48M	0.57%	47
2020 Q4	$1.2M	Buy	+32,148	New	+$1.19M	0.2%	103

Other funds holding SPIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Penobscot Investment Management's SPIB Position: Q2 2026 in Review

Penobscot Investment Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 6,020 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Penobscot Investment Management previously reported a position in SPIB as recently as Q4 2025.

Penobscot Investment Management first reported a position in SPIB in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.2M in Q2 2021. 205 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Penobscot Investment Management held 6,020 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $201K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Penobscot Investment Management position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Penobscot Investment Management's portfolio in Q2 2026, its #314 holding.
Penobscot Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
Penobscot Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.2M in Q2 2021.
205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.