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Private Trust Company’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Private Trust Company’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 		$2.9M Sell
86,539
-8,547
-9% -$286K 0.23% 93
2026
Q1 		$3.19M Buy
95,086
+2,305
+2% +$77.9K 0.28% 67
2025
Q4 		$3.14M Buy
92,781
+9,020
+11% +$305K 0.27% 69
2025
Q3 		$2.84M Sell
83,761
-11,100
-12% -$373K 0.25% 82
2025
Q2 		$3.19M Buy
94,861
+17,022
+22% +$564K 0.3% 64
2025
Q1 		$2.59M Buy
77,839
+12,980
+20% +$428K 0.27% 75
2024
Q4 		$2.12M Sell
64,859
-6,246
-9% -$207K 0.22% 102
2024
Q3 		$2.4M Buy
71,105
+6,558
+10% +$218K 0.24% 87
2024
Q2 		$2.1M Sell
64,547
-1,465
-2% -$47.5K 0.23% 90
2024
Q1 		$2.16M Buy
66,012
+29,434
+80% +$960K 0.23% 92
2023
Q4 		$1.2M Buy
36,578
+1,330
+4% +$42.3K 0.14% 159
2023
Q3 		$1.11M Buy
35,248
+2,542
+8% +$81K 0.15% 154
2023
Q2 		$1.05M Buy
32,706
+3,165
+11% +$102K 0.13% 179
2023
Q1 		$960K Buy
29,541
+10,280
+53% +$332K 0.13% 188
2022
Q4 		$613K Buy
19,261
+2,659
+16% +$84.1K 0.09% 262
2022
Q3 		$520K Buy
16,602
+11,185
+206% +$365K 0.08% 267
2022
Q2 		$177K Buy
+5,417
New +$179K 0.03% 517

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

Private Trust Company's SPIB Position: Q2 2026 in Review

Private Trust Company reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9% in Q2 2026, selling an estimated $286K and leaving 86,539 shares worth $2.9M. The position accounts for 0.23% of the portfolio, ranked #93.

Private Trust Company first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.19M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Private Trust Company held 86,539 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.9M as of Q2 2026.
  • Private Trust Company sold 8,547 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $286K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.23% of Private Trust Company's portfolio in Q2 2026, its #93 holding.
  • Private Trust Company first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Private Trust Company's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.19M in Q1 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.