PWA
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Principia Wealth Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Principia Wealth Advisory’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 		$14.7K Sell
438
-541
-55% -$18.1K 0.01% 204
2026
Q1 		$32.8K Buy
979
+912
+1,361% +$30.8K 0.02% 137
2025
Q4 		$2.27K Sell
67
-21
-24% -$711 ﹤0.01% 428
2025
Q3 		$2.98K Buy
+88
New +$2.96K ﹤0.01% 367

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Principia Wealth Advisory's SPIB Position: Q2 2026 in Review

Principia Wealth Advisory reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 55% in Q2 2026, selling an estimated $18.1K and leaving 438 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #204.

Principia Wealth Advisory first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.8K in Q1 2026. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Principia Wealth Advisory held 438 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $14.7K as of Q2 2026.
  • Principia Wealth Advisory sold 541 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $18.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #204 holding.
  • Principia Wealth Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $32.8K in Q1 2026.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.