Principal Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Principal Securities’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	$15.3M	Buy	457,974 +72,816	+19%	+$2.44M	0.18%	106
2026 Q1	$12.9M	Sell	385,158 -9,418	-2%	-$318K	0.19%	103
2025 Q4	$13.3M	Buy	394,576 +105,124	+36%	+$3.56M	0.21%	93
2025 Q3	$9.81M	Buy	289,452 +46,202	+19%	+$1.55M	0.16%	119
2025 Q2	$8.17M	Sell	243,250 -14,030	-5%	-$465K	0.15%	129
2025 Q1	$8.43M	Hold	257,280	–	–	0.19%	103
2024 Q4	$8.43M	Sell	257,280 -80,597	-24%	-$2.67M	0.19%	102
2024 Q3	$11.4M	Buy	337,877 +149,659	+80%	+$4.97M	0.28%	68
2024 Q2	$6.13M	Buy	188,218 +96,897	+106%	+$3.14M	0.17%	110
2024 Q1	$2.99M	Buy	91,321 +31,400	+52%	+$1.02M	0.09%	206
2023 Q4	$1.97M	Buy	+59,921	New	+$1.9M	0.07%	253

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

Principal Securities's SPIB Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q2 2026, buying an estimated $2.44M and bringing the position to 457,974 shares worth $15.3M. The position accounts for 0.18% of the portfolio, ranked #106.

Principal Securities first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Principal Securities held 457,974 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $15.3M as of Q2 2026.
Principal Securities bought 72,816 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.44M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Principal Securities's portfolio in Q2 2026, its #106 holding.
Principal Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.