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

Perigon Wealth 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 Q3	$4.64M	Buy	143,816 +2,251	+2%	+$74.3K	0.07%	235
2026 Q2	$4.74M	Buy	141,565 +4,032	+3%	+$135K	0.07%	242
2026 Q1	$4.61M	Sell	137,533 -506	-0.4%	-$17.1K	0.08%	227
2025 Q4	$4.67M	Buy	138,039 +731	+0.5%	+$24.8K	0.08%	222
2025 Q3	$4.65M	Buy	137,308 +4,765	+4%	+$160K	0.09%	206
2025 Q2	$4.45M	Buy	132,543 +45	+0%	+$1.49K	0.1%	189
2025 Q1	$4.4M	Buy	132,498 +2,840	+2%	+$93.6K	0.11%	181
2024 Q4	$4.25M	Buy	129,658 +2,869	+2%	+$95K	0.1%	183
2024 Q3	$4.27M	Sell	126,789 -2,768	-2%	-$92K	0.11%	168
2024 Q2	$4.22M	Sell	129,557 -312	-0.2%	-$10.1K	0.12%	156
2024 Q1	$4.25M	Buy	+129,869	New	+$4.24M	0.13%	159
2021 Q1	–	Sell	-1,107	Closed	-$41K	–	952
2020 Q4	$41K	Buy	+1,107	New	+$40.9K	﹤0.01%	808

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Perigon Wealth Management's SPIB Position: Q3 2026 in Review

Perigon Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q3 2026, buying an estimated $74.3K and bringing the position to 143,816 shares worth $4.64M. The position accounts for 0.07% of the portfolio, ranked #235.

Perigon Wealth Management first reported a position in SPIB in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.74M in Q2 2026. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Perigon Wealth Management held 143,816 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.64M as of Q3 2026.
Perigon Wealth Management bought 2,251 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $74.3K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #235 holding.
Perigon Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.74M in Q2 2026.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.