Rice Partnership’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Rice Partnership’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	$9.61M	Buy	287,205 +928	+0.3%	+$31.1K	1.17%	27
2026 Q1	$9.6M	Buy	286,277 +86,753	+43%	+$2.93M	1.31%	21
2025 Q4	$6.75M	Buy	199,524 +53,230	+36%	+$1.8M	0.91%	27
2025 Q3	$4.96M	Buy	+146,294	New	+$4.92M	0.7%	37
2024 Q4	–	Sell	-1,280	Closed	-$43.1K	–	180
2024 Q3	$43.1K	Buy	+1,280	New	+$42.5K	0.01%	137
2024 Q2	–	Sell	-956	Closed	-$31.3K	–	168
2024 Q1	$31.3K	Buy	+956	New	+$31.2K	0.01%	121

Other funds holding SPIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Rice Partnership's SPIB Position: Q2 2026 in Review

Rice Partnership increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.32% in Q2 2026, buying an estimated $31.1K and bringing the position to 287,205 shares worth $9.61M. The position accounts for 1.17% of the portfolio, ranked #27.

Rice Partnership first reported a position in SPIB in Q1 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Rice Partnership held 287,205 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.61M as of Q2 2026.
Rice Partnership bought 928 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $31.1K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.17% of Rice Partnership's portfolio in Q2 2026, its #27 holding.
Rice Partnership first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.