Pettyjohn Wood & White’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pettyjohn Wood & White’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	$262K	Hold	7,830	–	–	0.04%	204
2026 Q1	$263K	Hold	7,830	–	–	0.04%	188
2025 Q4	$265K	Hold	7,830	–	–	0.04%	182
2025 Q3	$265K	Buy	+7,830	New	+$263K	0.04%	172

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

Pettyjohn Wood & White's SPIB Position: Q2 2026 in Review

Pettyjohn Wood & White held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 7,830 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #204.

Pettyjohn Wood & White first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $265K in Q3 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Pettyjohn Wood & White held 7,830 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $262K as of Q2 2026.
Pettyjohn Wood & White left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Pettyjohn Wood & White's portfolio in Q2 2026, its #204 holding.
Pettyjohn Wood & White first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Pettyjohn Wood & White's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $265K in Q3 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.