Richardson Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Richardson Financial Services’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	$150K	Buy	4,479 +867	+24%	+$29K	0.09%	190
2026 Q1	$121K	Sell	3,612 -227	-6%	-$7.67K	0.08%	201
2025 Q4	$123K	Sell	3,839 -1,406	-27%	-$47.6K	0.04%	207
2025 Q3	$178K	Sell	5,245 -4,189	-44%	-$141K	0.11%	156
2025 Q2	$316K	Sell	9,434 -95	-1%	-$3.15K	0.21%	118
2025 Q1	$317K	Sell	9,529 -3,045	-24%	-$100K	0.24%	115
2024 Q4	$412K	Buy	12,574 +7,545	+150%	+$250K	0.29%	93
2024 Q3	$166K	Buy	5,029 +1,914	+61%	+$63.6K	0.11%	163
2024 Q2	$101K	Buy	3,115 +795	+34%	+$25.8K	0.07%	189
2024 Q1	$65.4K	Buy	2,320 +1,795	+342%	+$58.6K	0.05%	225
2023 Q4	$17.2K	Buy	+525	New	+$16.7K	0.02%	281

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Richardson Financial Services's SPIB Position: Q2 2026 in Review

Richardson Financial Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 24% in Q2 2026, buying an estimated $29K and bringing the position to 4,479 shares worth $150K. The position accounts for 0.09% of the portfolio, ranked #190.

Richardson Financial Services first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $412K in Q4 2024. 463 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Richardson Financial Services held 4,479 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $150K as of Q2 2026.
Richardson Financial Services bought 867 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $29K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of Richardson Financial Services's portfolio in Q2 2026, its #190 holding.
Richardson Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $412K in Q4 2024.
463 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.