Private Wealth Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	–	Sell	-12,949	Closed	-$433K	–	74
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Private Wealth Group's SPIB Position: Q3 2026 in Review

Private Wealth Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026, closing a stake of 12,949 shares — an estimated $433K sold.

Private Wealth Group first reported a position in SPIB in Q4 2019 and held it in 7 quarters. The position peaked at $471K in Q2 2025. 346 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Private Wealth Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q3 2026 after selling out during the quarter.
Private Wealth Group sold 12,949 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $433K.
Private Wealth Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2019 and held it in 7 quarters.
Private Wealth Group's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $471K in Q2 2025.
346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.