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

Portland 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	$579K	Buy	17,310 +3,327	+24%	+$111K	1.06%	32
2026 Q1	$469K	Buy	13,983 +708	+5%	+$23.9K	0.98%	41
2025 Q4	$449K	Hold	13,275	–	–	0.95%	39
2025 Q3	$450K	Buy	13,275 +3,045	+30%	+$102K	0.96%	37
2025 Q2	$344K	Buy	10,230 +1,675	+20%	+$55.5K	0.82%	44
2025 Q1	$284K	Buy	8,555 +2,385	+39%	+$78.6K	0.73%	52
2024 Q4	$202K	Buy	+6,170	New	+$204K	0.54%	64

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

Portland Financial Advisors's SPIB Position: Q2 2026 in Review

Portland Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 24% in Q2 2026, buying an estimated $111K and bringing the position to 17,310 shares worth $579K. The position accounts for 1.06% of the portfolio, ranked #32.

Portland Financial Advisors first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Portland Financial Advisors held 17,310 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $579K as of Q2 2026.
Portland Financial Advisors bought 3,327 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $111K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.06% of Portland Financial Advisors's portfolio in Q2 2026, its #32 holding.
Portland Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 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 Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.