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

Phoenix Financial’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	$11.2M	Buy	336,162 +17,308	+5%	+$579K	0.08%	92
2026 Q1	$10.7M	Buy	318,854 +9,653	+3%	+$326K	0.1%	82
2025 Q4	$10.4M	Sell	309,201 -15,540	-5%	-$526K	0.11%	81
2025 Q3	$11M	Buy	324,741 +27,660	+9%	+$931K	0.13%	79
2025 Q2	$9.97M	Buy	297,081 +1,980	+0.7%	+$65.6K	0.13%	89
2025 Q1	$9.8M	Buy	295,101 +53,546	+22%	+$1.77M	0.15%	95
2024 Q4	$7.91M	Buy	241,555 +25,541	+12%	+$845K	0.11%	103
2024 Q3	$7.28M	Buy	216,014 +13,175	+6%	+$438K	0.11%	110
2024 Q2	$6.6M	Buy	202,839 +104,793	+107%	+$3.39M	0.1%	114
2024 Q1	$3.21M	Buy	98,046 +75,405	+333%	+$2.46M	0.04%	163
2023 Q4	$742K	Sell	22,641 -68,755	-75%	-$2.18M	0.01%	225
2023 Q3	$2.87M	Buy	91,396 +66,872	+273%	+$2.13M	0.05%	157
2023 Q2	$787K	Buy	+24,524	New	+$792K	0.02%	227

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 22.9% 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

Phoenix Financial's SPIB Position: Q2 2026 in Review

Phoenix Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.4% in Q2 2026, buying an estimated $579K and bringing the position to 336,162 shares worth $11.2M. The position accounts for 0.08% of the portfolio, ranked #92.

Phoenix Financial first reported a position in SPIB in Q2 2023 and has held it in 13 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Phoenix Financial held 336,162 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.2M as of Q2 2026.
Phoenix Financial bought 17,308 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $579K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Phoenix Financial's portfolio in Q2 2026, its #92 holding.
Phoenix Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.