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

Private Wealth Management 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 Q1	$232K	Sell	6,921 -225	-3%	-$7.6K	0.06%	79
2025 Q4	$242K	Sell	7,146 -194	-3%	-$6.57K	0.06%	82
2025 Q3	$249K	Sell	7,340 -3,172	-30%	-$107K	0.07%	77
2025 Q2	$353K	Hold	10,512	–	–	0.12%	64
2025 Q1	$349K	Buy	10,512 +20	+0.2%	+$659	0.13%	62
2024 Q4	$344K	Sell	10,492 -687	-6%	-$22.7K	0.13%	62
2024 Q3	$377K	Buy	11,179 +4,459	+66%	+$148K	0.15%	56
2024 Q2	$219K	Buy	6,720 +268	+4%	+$8.68K	0.09%	71
2024 Q1	$211K	Buy	6,452 +6,371	+7,865%	+$208K	0.1%	65
2023 Q4	$2.66K	Buy	+81	New	+$2.57K	﹤0.01%	859

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's SPIB Position: Q1 2026 in Review

Private Wealth Management Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.1% in Q1 2026, selling an estimated $7.6K and leaving 6,921 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #79.

Private Wealth Management Group first reported a position in SPIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $377K in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Private Wealth Management Group held 6,921 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $232K as of Q1 2026.
Private Wealth Management Group sold 225 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $7.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.06% of Private Wealth Management Group's portfolio in Q1 2026, its #79 holding.
Private Wealth Management Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $377K in Q3 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.