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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pettyjohn Wood & White's SPIB Position: Q1 2026 in Review

Pettyjohn Wood & White held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 7,830 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #188.

Pettyjohn Wood & White first reported a position in SPIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Pettyjohn Wood & White held 7,830 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $263K as of Q1 2026.
  • Pettyjohn Wood & White left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Pettyjohn Wood & White's portfolio in Q1 2026, its #188 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 3 quarters since.
  • Pettyjohn Wood & White's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $265K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.