Pinion Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Pinion Investment Advisors’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	$10.1M	Buy	303,236 +3,436	+1%	+$115K	1.93%	9
2026 Q1	$10.1M	Sell	299,800 -4,042	-1%	-$137K	2.35%	8
2025 Q4	$10.3M	Buy	303,842 +23,850	+9%	+$808K	2.51%	6
2025 Q3	$9.53M	Buy	279,992 +15,144	+6%	+$510K	2.6%	6
2025 Q2	$8.89M	Sell	264,848 -166,778	-39%	-$5.52M	3.07%	5
2025 Q1	$14.3M	Buy	431,626 +233,722	+118%	+$7.7M	3.16%	5
2024 Q4	$6.48M	Buy	197,904 +78,146	+65%	+$2.59M	2.58%	5
2024 Q3	$4.04M	Buy	119,758 +11,364	+10%	+$378K	1.69%	10
2024 Q2	$3.53M	Buy	108,394 +43,749	+68%	+$1.42M	1.76%	9
2024 Q1	$2.11M	Sell	64,645 -2,946	-4%	-$96.1K	1.1%	13
2023 Q4	$2.22M	Buy	67,591 +44,909	+198%	+$1.43M	1.34%	11
2023 Q3	$713K	Buy	+22,682	New	+$722K	0.46%	45

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

Pinion Investment Advisors's SPIB Position: Q2 2026 in Review

Pinion Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q2 2026, buying an estimated $115K and bringing the position to 303,236 shares worth $10.1M. The position accounts for 1.93% of the portfolio, ranked #9.

Pinion Investment Advisors first reported a position in SPIB in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q1 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Pinion Investment Advisors held 303,236 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.1M as of Q2 2026.
Pinion Investment Advisors bought 3,436 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $115K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.93% of Pinion Investment Advisors's portfolio in Q2 2026, its #9 holding.
Pinion Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Pinion Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $14.3M in Q1 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.