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

Perennial Investment Advisors’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	$496K	Sell	14,782 -1,615	-10%	-$54.6K	0.04%	300
2025 Q4	$554K	Sell	16,397 -3,024	-16%	-$102K	0.04%	268
2025 Q3	$658K	Sell	19,421 -718	-4%	-$24.2K	0.05%	238
2025 Q2	$676K	Buy	20,139 +232	+1%	+$7.68K	0.07%	218
2025 Q1	$662K	Buy	19,907 +518	+3%	+$17.1K	0.07%	205
2024 Q4	$635K	Sell	19,389 -4,684	-19%	-$155K	0.07%	198
2024 Q3	$811K	Buy	24,073 +2,729	+13%	+$90.7K	0.11%	166
2024 Q2	$695K	Sell	21,344 -52	-0.2%	-$1.68K	0.1%	160
2024 Q1	$699K	Buy	21,396 +10,116	+90%	+$330K	0.11%	156
2023 Q4	$370K	Sell	11,280 -29,189	-72%	-$928K	0.06%	209
2023 Q3	$1.27M	Sell	40,469 -677	-2%	-$21.6K	0.23%	90
2023 Q2	$1.32M	Buy	41,146 +9,588	+30%	+$310K	0.23%	90
2023 Q1	$1.03M	Buy	+31,558	New	+$1.02M	0.19%	102

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

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 $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perennial Investment Advisors's SPIB Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.8% in Q1 2026, selling an estimated $54.6K and leaving 14,782 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #300.

Perennial Investment Advisors first reported a position in SPIB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Perennial Investment Advisors held 14,782 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $496K as of Q1 2026.
Perennial Investment Advisors sold 1,615 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $54.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Perennial Investment Advisors's portfolio in Q1 2026, its #300 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.32M in Q2 2023.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.