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Realta Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Realta Investment Advisors’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 		$582K Sell
17,383
-43
-0.2% -$1.44K 0.18% 121
2026
Q1 		$584K Sell
17,426
-3,430
-16% -$116K 0.2% 111
2025
Q4 		$705K Buy
20,856
+1,968
+10% +$66.6K 0.23% 96
2025
Q3 		$640K Buy
18,888
+2,490
+15% +$83.8K 0.21% 97
2025
Q2 		$551K Buy
16,398
+1,001
+7% +$33.1K 0.22% 97
2025
Q1 		$512K Buy
15,397
+3,692
+32% +$122K 0.23% 104
2024
Q4 		$383K Buy
11,705
+11,069
+1,740% +$366K 0.16% 125
2024
Q3 		$21.2K Sell
636
-19
-3% -$631 0.01% 275
2024
Q2 		$21.3K Hold
655
– – ﹤0.01% 615
2024
Q1 		$21.4K Buy
+655
New +$21.4K ﹤0.01% 632
2023
Q4 		– Sell
-888
Closed -$28.5K – 751
2023
Q3 		$28.5K Hold
888
– – 0.01% 575
2023
Q2 		$28.5K Buy
+888
New +$28.7K 0.01% 618
2023
Q1 		– Sell
-907
Closed -$28.9K – 774
2022
Q4 		$28.9K Sell
907
-240
-21% -$7.59K 0.01% 607
2022
Q3 		$36K Buy
+1,147
New +$37.4K 0.01% 561

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

Realta Investment Advisors's SPIB Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.25% in Q2 2026, selling an estimated $1.44K and leaving 17,383 shares worth $582K. The position accounts for 0.18% of the portfolio, ranked #121.

Realta Investment Advisors first reported a position in SPIB in Q3 2022 and has held it in 14 quarters since. The position peaked at $705K in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Realta Investment Advisors held 17,383 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $582K as of Q2 2026.
  • Realta Investment Advisors sold 43 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.44K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $705K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.