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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
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 $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richmond Investment Services's SPIB Position: Q1 2026 in Review

Richmond Investment Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 10% in Q1 2026, buying an estimated $77.6K and bringing the position to 24,402 shares worth $818K. The position accounts for 0.13% of the portfolio, ranked #110.

Richmond Investment Services first reported a position in SPIB in Q2 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Richmond Investment Services held 24,402 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $818K as of Q1 2026.
  • Richmond Investment Services bought 2,295 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $77.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.13% of Richmond Investment Services's portfolio in Q1 2026, its #110 holding.
  • Richmond Investment Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.