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 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

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 $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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 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

Perigon Wealth Management's SPIB Position: Q1 2026 in Review

Perigon Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.37% in Q1 2026, selling an estimated $17.1K and leaving 137,533 shares worth $4.61M. The position accounts for 0.08% of the portfolio, ranked #227.

Perigon Wealth Management first reported a position in SPIB in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.67M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Perigon Wealth Management held 137,533 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.61M as of Q1 2026.
Perigon Wealth Management sold 506 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $17.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #227 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 10 quarters since.
Perigon Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.67M in Q4 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.