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

Richmond Investment 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 		– Sell
-24,402
Closed -$818K – 234
2026
Q1 		$818K Buy
24,402
+2,295
+10% +$77.6K 0.13% 110
2025
Q4 		$747K Buy
22,107
+1,199
+6% +$40.6K 0.13% 103
2025
Q3 		$709K Buy
20,908
+4,730
+29% +$159K 0.13% 109
2025
Q2 		$543K Buy
+16,178
New +$536K 0.11% 116

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

Richmond Investment Services's SPIB Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 24,402 shares — an estimated $818K sold.

Richmond Investment Services first reported a position in SPIB in Q2 2025 and held it in 4 quarters. The position peaked at $818K in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Richmond Investment Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 24,402 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $818K.
  • Richmond Investment Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $818K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.