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RDA Financial Network’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

RDA Financial Network’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 		$777K Sell
23,218
-3,155
-12% -$106K 0.17% 121
2026
Q1 		$885K Buy
26,373
+4,540
+21% +$153K 0.22% 107
2025
Q4 		$738K Sell
21,833
-1,140
-5% -$38.6K 0.18% 116
2025
Q3 		$779K Sell
22,973
-9,793
-30% -$330K 0.19% 117
2025
Q2 		$1.1M Sell
32,766
-5,201
-14% -$172K 0.3% 97
2025
Q1 		$1.26M Sell
37,967
-8,508
-18% -$280K 0.38% 85
2024
Q4 		$1.52M Sell
46,475
-27,811
-37% -$921K 0.44% 69
2024
Q3 		$2.5M Sell
74,286
-8,434
-10% -$280K 0.78% 31
2024
Q2 		$2.69M Sell
82,720
-33,820
-29% -$1.1M 0.88% 28
2024
Q1 		$3.81M Sell
116,540
-637
-0.5% -$20.8K 1.31% 18
2023
Q4 		$3.85M Sell
117,177
-1,928
-2% -$61.3K 1.46% 18
2023
Q3 		$3.75M Sell
119,105
-2,574
-2% -$82K 1.62% 12
2023
Q2 		$3.91M Sell
121,679
-1,157
-0.9% -$37.4K 1.64% 11
2023
Q1 		$3.99M Sell
122,836
-3,743
-3% -$121K 1.82% 7
2022
Q4 		$4.03M Sell
126,579
-93
-0.1% -$2.94K 2.03% 6
2022
Q3 		$3.97M Buy
126,672
+346
+0.3% +$11.3K 2.17% 8
2022
Q2 		$4.12M Sell
126,326
-1,691
-1% -$55.9K 2.08% 8
2022
Q1 		$4.37M Buy
128,017
+640
+0.5% +$22.4K 1.85% 8
2021
Q4 		$4.61M Buy
127,377
+5,554
+5% +$201K 1.88% 8
2021
Q3 		$4.45M Sell
121,823
-343
-0.3% -$12.6K 1.96% 7
2021
Q2 		$4.48M Sell
122,166
-6,742
-5% -$246K 1.98% 6
2021
Q1 		$4.67M Buy
128,908
+1,791
+1% +$65.7K 2% 6
2020
Q4 		$4.73M Sell
127,117
-20,144
-14% -$743K 2.13% 6
2020
Q3 		$5.41M Buy
147,261
+4,663
+3% +$172K 2.45% 6
2020
Q2 		$5.21M Buy
142,598
+5,540
+4% +$197K 2.6% 6
2020
Q1 		$4.66M Buy
137,058
+8,810
+7% +$309K 2.81% 4
2019
Q4 		$4.58M Buy
128,248
+2,761
+2% +$97.3K 1.86% 9
2019
Q3 		$4.42M Sell
125,487
-284
-0.2% -$9.96K 1.89% 8
2019
Q2 		$4.37M Buy
125,771
+14,383
+13% +$493K 1.97% 7
2019
Q1 		$3.79M Buy
+111,388
New +$3.74M 1.79% 7

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RDA Financial Network's SPIB Position: Q2 2026 in Review

RDA Financial Network reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 12% in Q2 2026, selling an estimated $106K and leaving 23,218 shares worth $777K. The position accounts for 0.17% of the portfolio, ranked #121.

RDA Financial Network first reported a position in SPIB in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.41M in Q3 2020. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • RDA Financial Network held 23,218 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $777K as of Q2 2026.
  • RDA Financial Network sold 3,155 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $106K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.17% of RDA Financial Network's portfolio in Q2 2026, its #121 holding.
  • RDA Financial Network first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.41M in Q3 2020.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.