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

Phillips Financial 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 		$212K Sell
6,323
-206
-3% -$6.96K 0.02% 187
2025
Q4 		$221K Buy
6,529
+22
+0.3% +$745 0.01% 195
2025
Q3 		$221K Sell
6,507
-142
-2% -$4.78K 0.01% 198
2025
Q2 		$223K Buy
6,649
+16
+0.2% +$530 0.02% 176
2025
Q1 		$220K Buy
6,633
+11
+0.2% +$363 0.02% 174
2024
Q4 		$217K Sell
6,622
-72
-1% -$2.38K 0.02% 169
2024
Q3 		$226K Sell
6,694
-578
-8% -$19.2K 0.02% 175
2024
Q2 		$237K Sell
7,272
-3,228
-31% -$105K 0.02% 169
2024
Q1 		$343K Buy
10,500
+36
+0.3% +$1.17K 0.03% 148
2023
Q4 		$344K Sell
10,464
-84
-0.8% -$2.67K 0.03% 141
2023
Q3 		$332K Buy
10,548
+1,414
+15% +$45K 0.03% 145
2023
Q2 		$293K Buy
9,134
+45
+0.5% +$1.45K 0.03% 147
2023
Q1 		$295K Sell
9,089
-157
-2% -$5.06K 0.03% 144
2022
Q4 		$294K Sell
9,246
-1,723
-16% -$54.5K 0.03% 129
2022
Q3 		$344K Sell
10,969
-949
-8% -$30.9K 0.04% 120
2022
Q2 		$389K Buy
11,918
+34
+0.3% +$1.12K 0.04% 100
2022
Q1 		$406K Buy
11,884
+749
+7% +$26.2K 0.04% 116
2021
Q4 		$403K Sell
11,135
-627
-5% -$22.7K 0.04% 86
2021
Q3 		$430K Sell
11,762
-852
-7% -$31.3K 0.04% 83
2021
Q2 		$463K Sell
12,614
-1,413
-10% -$51.6K 0.05% 81
2021
Q1 		$508K Sell
14,027
-2,699
-16% -$99K 0.06% 79
2020
Q4 		$622K Sell
16,726
-479
-3% -$17.7K 0.08% 79
2020
Q3 		$632K Buy
17,205
+56
+0.3% +$2.06K 0.1% 75
2020
Q2 		$626K Sell
17,149
-493
-3% -$17.5K 0.1% 74
2020
Q1 		$595K Sell
17,642
-4,526
-20% -$159K 0.12% 68
2019
Q4 		$783K Buy
22,168
+154
+0.7% +$5.43K 0.13% 68
2019
Q3 		$777K Sell
22,014
-5,584
-20% -$196K 0.14% 66
2019
Q2 		$962K Buy
27,598
+147
+0.5% +$5.04K 0.18% 65
2019
Q1 		$933K Sell
27,451
-805
-3% -$27K 0.18% 66
2018
Q4 		$934K Sell
28,256
-4,935
-15% -$163K 0.2% 63
2018
Q3 		$1.1M Buy
33,191
+171
+0.5% +$5.7K 0.23% 54
2018
Q2 		$1.09M Buy
33,020
+102
+0.3% +$3.39K 0.23% 52
2018
Q1 		$1.1M Sell
32,918
-437
-1% -$14.7K 0.24% 51
2017
Q4 		$1.14M Sell
33,355
-422
-1% -$14.5K 0.24% 50
2017
Q3 		$1.17M Sell
33,777
-821
-2% -$28.3K 0.26% 50
2017
Q2 		$1.19M Sell
34,598
-3,312
-9% -$114K 0.27% 51
2017
Q1 		$1.3M Sell
37,910
-384
-1% -$13.1K 0.32% 47
2016
Q4 		$1.3M Buy
38,294
+398
+1% +$13.6K 0.33% 46
2016
Q3 		$1.31M Buy
37,896
+122
+0.3% +$4.25K 0.35% 45
2016
Q2 		$1.32M Sell
37,774
-500
-1% -$17.2K 0.35% 44
2016
Q1 		$1.31M Buy
38,274
+148
+0.4% +$4.99K 0.36% 44
2015
Q4 		$1.28M Buy
38,126
+843
+2% +$28.5K 0.39% 41
2015
Q3 		$1.27M Sell
37,283
-992
-3% -$33.6K 0.37% 44
2015
Q2 		$1.3M Sell
38,275
-352
-0.9% -$12.1K 0.36% 43
2015
Q1 		$1.34M Buy
38,627
+36
+0.1% +$1.24K 0.37% 44
2014
Q4 		$1.33M Buy
38,591
+211
+0.5% +$7.23K 0.38% 44
2014
Q3 		$1.32M Sell
38,380
-344
-0.9% -$11.8K 0.4% 44
2014
Q2 		$1.33M Buy
38,724
+685
+2% +$23.4K 0.4% 47
2014
Q1 		$1.29M Buy
38,039
+454
+1% +$15.4K 0.41% 46
2013
Q4 		$1.27M Buy
37,585
+232
+0.6% +$7.84K 0.42% 44
2013
Q3 		$1.26M Buy
37,353
+383
+1% +$12.8K 0.44% 41
2013
Q2 		$1.25M Buy
+36,970
New +$1.28M 0.45% 41

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

Phillips Financial Management's SPIB Position: Q1 2026 in Review

Phillips Financial Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.2% in Q1 2026, selling an estimated $6.96K and leaving 6,323 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #187.

Phillips Financial Management first reported a position in SPIB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34M in Q1 2015. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Phillips Financial Management held 6,323 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $212K as of Q1 2026.
  • Phillips Financial Management sold 206 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $6.96K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #187 holding.
  • Phillips Financial Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.34M in Q1 2015.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.