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Rialto Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Rialto Wealth Management’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 		$640K Sell
19,135
-10
-0.1% -$335 0.13% 98
2026
Q1 		$642K Sell
19,145
-27,877
-59% -$942K 0.14% 94
2025
Q4 		$1.59M Sell
47,022
-841
-2% -$28.5K 0.38% 51
2025
Q3 		$1.62M Sell
47,863
-251
-0.5% -$8.45K 0.42% 49
2025
Q2 		$1.62M Buy
48,114
+27,494
+133% +$910K 0.45% 55
2025
Q1 		$685K Sell
20,620
-4,347
-17% -$143K 0.22% 77
2024
Q4 		$818K Buy
+24,967
New +$826K 0.27% 68

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

Rialto Wealth Management's SPIB Position: Q2 2026 in Review

Rialto Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.05% in Q2 2026, selling an estimated $335 and leaving 19,135 shares worth $640K. The position accounts for 0.13% of the portfolio, ranked #98.

Rialto Wealth Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Rialto Wealth Management held 19,135 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $640K as of Q2 2026.
  • Rialto Wealth Management sold 10 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $335.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.13% of Rialto Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Rialto Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.62M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.