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

Plante Moran Financial 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	$4.92K	Buy	+147	New	+$4.92K	﹤0.01%	644
2025 Q4	–	Sell	-138	Closed	-$4.68K	–	882
2025 Q3	$4.68K	Buy	+138	New	+$4.64K	﹤0.01%	609
2025 Q2	–	Sell	-11	Closed	-$366	–	848
2025 Q1	$366	Buy	+11	New	+$363	﹤0.01%	758
2024 Q2	–	Sell	-534	Closed	-$17.3K	–	873
2024 Q1	$17.5K	Buy	+534	New	+$17.4K	﹤0.01%	523
2022 Q4	–	Sell	-73	Closed	-$2K	–	965
2022 Q3	$2K	Buy	+73	New	+$2.38K	﹤0.01%	798

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

Plante Moran Financial Advisors's SPIB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 147 shares worth $4.92K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPIB as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in SPIB in Q3 2022 and has held it in 5 quarters since. The position peaked at $17.5K in Q1 2024. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Plante Moran Financial Advisors held 147 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.92K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #644 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 5 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $17.5K in Q1 2024.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.