PF
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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
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

Phoenix Financial's SPIB Position: Q1 2026 in Review

Phoenix Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.1% in Q1 2026, buying an estimated $326K and bringing the position to 318,854 shares worth $10.7M. The position accounts for 0.1% of the portfolio, ranked #82.

Phoenix Financial first reported a position in SPIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $11M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Phoenix Financial held 318,854 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.7M as of Q1 2026.
  • Phoenix Financial bought 9,653 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $326K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Phoenix Financial's portfolio in Q1 2026, its #82 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 12 quarters since.
  • Phoenix Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $11M 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 Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.