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 Q2	$231K	Sell	6,890 -31	-0.4%	-$1.04K	0.05%	100
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 $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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Private Wealth Management Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.45% in Q2 2026, selling an estimated $1.04K and leaving 6,890 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #100.

Private Wealth Management Group first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q3 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Private Wealth Management Group held 6,890 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $231K as of Q2 2026.
Private Wealth Management Group sold 31 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.04K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #100 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 11 quarters since.
Private Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $377K in Q3 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.