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 Q3	$217K	Sell	6,720 -170	-2%	-$5.61K	0.05%	112
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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

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

Private Wealth Management Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.5% in Q3 2026, selling an estimated $5.61K and leaving 6,720 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #112.

Private Wealth Management Group first reported a position in SPIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $377K in Q3 2024. 156 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Private Wealth Management Group held 6,720 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $217K as of Q3 2026.
Private Wealth Management Group sold 170 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $5.61K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Private Wealth Management Group's portfolio in Q3 2026, its #112 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 12 quarters since.
Private Wealth Management Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $377K in Q3 2024.
156 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

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