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

Private Wealth Group’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	$433K	Buy	12,949 +2,048	+19%	+$68.5K	0.17%	45
2026 Q1	$366K	Buy	10,901 +460	+4%	+$15.5K	0.17%	47
2025 Q4	$353K	Sell	10,441 -273	-3%	-$9.24K	0.17%	48
2025 Q3	$363K	Sell	10,714 -3,308	-24%	-$111K	0.18%	47
2025 Q2	$471K	Buy	14,022 +13	+0.1%	+$430	0.25%	43
2025 Q1	$466K	Buy	+14,009	New	+$462K	0.27%	39
2020 Q1	–	Sell	-7,098	Closed	-$251K	–	37
2019 Q4	$251K	Buy	+7,098	New	+$250K	0.26%	28

Other funds holding SPIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Private Wealth Group's SPIB Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q2 2026, buying an estimated $68.5K and bringing the position to 12,949 shares worth $433K. The position accounts for 0.17% of the portfolio, ranked #45.

Private Wealth Group first reported a position in SPIB in Q4 2019 and has held it in 7 quarters since. The position peaked at $471K in Q2 2025. 240 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Private Wealth Group held 12,949 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $433K as of Q2 2026.
Private Wealth Group bought 2,048 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $68.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.17% of Private Wealth Group's portfolio in Q2 2026, its #45 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 7 quarters since.
Private Wealth Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $471K in Q2 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.