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 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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Perigon Wealth Management's SPIB Position: Q2 2026 in Review

Perigon Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.9% in Q2 2026, buying an estimated $135K and bringing the position to 141,565 shares worth $4.74M. The position accounts for 0.07% of the portfolio, ranked #242.

Perigon Wealth Management first reported a position in SPIB in Q4 2020 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Perigon Wealth Management held 141,565 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.74M as of Q2 2026.
Perigon Wealth Management bought 4,032 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $135K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #242 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 11 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.