RFG Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

RFG Advisory’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	$884K	Sell	26,411 -12,396	-32%	-$415K	0.01%	627
2026 Q1	$1.3M	Buy	38,807 +32,451	+511%	+$1.1M	0.02%	466
2025 Q4	$215K	Sell	6,356 -979	-13%	-$33.2K	﹤0.01%	930
2025 Q3	$249K	Sell	7,335 -506	-6%	-$17K	0.01%	864
2025 Q2	$263K	Sell	7,841 -374	-5%	-$12.4K	0.01%	822
2025 Q1	$273K	Sell	8,215 -17,689	-68%	-$583K	0.01%	743
2024 Q4	$849K	Buy	25,904 +17,247	+199%	+$571K	0.02%	400
2024 Q3	$292K	Sell	8,657 -325	-4%	-$10.8K	0.01%	626
2024 Q2	$292K	Sell	8,982 -1,898	-17%	-$61.5K	0.01%	606
2024 Q1	$356K	Sell	10,880 -1,257,441	-99%	-$41M	0.01%	569
2023 Q4	$41.6M	Buy	1,268,321 +1,260,876	+16,936%	+$40.1M	1.62%	10
2023 Q3	$234K	Buy	7,445 +3	+0%	+$96	0.01%	565
2023 Q2	$239K	Sell	7,442 -2,431	-25%	-$78.5K	0.01%	571
2023 Q1	$321K	Sell	9,873 -50,999	-84%	-$1.64M	0.02%	496
2022 Q4	$1.99M	Sell	60,872 -774,534	-93%	-$24.5M	0.1%	155
2022 Q3	$26M	Sell	835,406 -294,076	-26%	-$9.59M	1.48%	12
2022 Q2	$37.3M	Sell	1,129,482 -96,886	-8%	-$3.2M	2.16%	10
2022 Q1	$41.9M	Buy	1,226,368 +269,824	+28%	+$9.45M	2.67%	9
2021 Q4	$34.6M	Sell	956,544 -194,247	-17%	-$7.04M	2.38%	9
2021 Q3	$42M	Buy	1,150,791 +212,453	+23%	+$7.81M	3.46%	6
2021 Q2	$34.4M	Buy	938,338 +199,136	+27%	+$7.27M	3.06%	7
2021 Q1	$26.8M	Buy	739,202 +263,632	+55%	+$9.67M	2.92%	7
2020 Q4	$17.6M	Buy	475,570 +5,823	+1%	+$215K	2.3%	7
2020 Q3	$17.3M	Buy	469,747 +27,657	+6%	+$1.02M	2.42%	7
2020 Q2	$16.1M	Buy	442,090 +18,674	+4%	+$664K	2.51%	9
2020 Q1	$14.4M	Buy	423,416 +37,381	+10%	+$1.31M	2.7%	7
2019 Q4	$13.6M	Buy	386,035 +42,617	+12%	+$1.5M	2.32%	10
2019 Q3	$12.1M	Buy	343,418 +115,156	+50%	+$4.04M	2.41%	10
2019 Q2	$7.95M	Buy	228,262 +13,852	+6%	+$475K	1.81%	11
2019 Q1	$7.28M	Buy	214,410 +77,810	+57%	+$2.61M	1.86%	12
2018 Q4	$4.51M	Sell	136,600 -45,134	-25%	-$1.49M	1.11%	17
2018 Q3	$6.05M	Sell	181,734 -398	-0.2%	-$13.3K	1.59%	12
2018 Q2	$6.06M	Buy	182,132 +40,982	+29%	+$1.36M	1.83%	13
2018 Q1	$4.73M	Buy	141,150 +130,797	+1,263%	+$4.41M	1.76%	11
2017 Q4	$354K	Buy	10,353 +423	+4%	+$14.5K	0.17%	121
2017 Q3	$342K	Hold	9,930	–	–	0.21%	103
2017 Q2	$341K	Hold	9,930	–	–	0.23%	89
2017 Q1	$339K	Buy	+9,930	New	+$338K	0.26%	88

Other funds holding SPIB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

RFG Advisory's SPIB Position: Q2 2026 in Review

RFG Advisory reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 32% in Q2 2026, selling an estimated $415K and leaving 26,411 shares worth $884K. The position accounts for 0.01% of the portfolio, ranked #627.

RFG Advisory first reported a position in SPIB in Q1 2017 and has held it in 38 quarters since. The position peaked at $42M in Q3 2021. 88 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

RFG Advisory held 26,411 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $884K as of Q2 2026.
RFG Advisory sold 12,396 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $415K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #627 holding.
RFG Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2017 and has held it in 38 quarters since.
RFG Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $42M in Q3 2021.
88 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.