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

Regal 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
Q1 		$455K Sell
13,565
-3,379
-20% -$114K 0.03% 452
2025
Q4 		$573K Buy
+16,944
New +$574K 0.03% 390
2019
Q1 		– Sell
-6,908
Closed -$228K – 388
2018
Q4 		$228K Buy
+6,908
New +$228K 0.05% 287

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's SPIB Position: Q1 2026 in Review

Regal Investment Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 20% in Q1 2026, selling an estimated $114K and leaving 13,565 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #452.

Regal Investment Advisors first reported a position in SPIB in Q4 2018 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Regal Investment Advisors held 13,565 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $455K as of Q1 2026.
  • Regal Investment Advisors sold 3,379 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $114K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #452 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • Regal Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $573K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.