River Street Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

River Street Advisors’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	$1.77M	Buy	52,984 +553	+1%	+$18.5K	0.52%	52
2026 Q1	$1.76M	Sell	52,431 -2,515	-5%	-$85K	0.59%	42
2025 Q4	$1.86M	Sell	54,946 -2,823	-5%	-$95.6K	0.7%	36
2025 Q3	$1.96M	Sell	57,769 -3,943	-6%	-$133K	0.76%	35
2025 Q2	$2.07M	Buy	61,712 +912	+2%	+$30.2K	0.89%	29
2025 Q1	$2.02M	Sell	60,800 -2,192	-3%	-$72.3K	1%	27
2024 Q4	$2.06M	Buy	62,992 +199	+0.3%	+$6.59K	1.06%	27
2024 Q3	$2.12M	Buy	62,793 +1,815	+3%	+$60.3K	1.15%	20
2024 Q2	$1.99M	Buy	60,978 +524	+0.9%	+$17K	1.22%	19
2024 Q1	$1.98M	Sell	60,454 -411	-0.7%	-$13.4K	1.33%	18
2023 Q4	$2M	Buy	60,865 +3,450	+6%	+$110K	1.59%	14
2023 Q3	$1.81M	Buy	57,415 +1,024	+2%	+$32.6K	1.7%	15
2023 Q2	$1.81M	Buy	56,391 +25,193	+81%	+$813K	1.73%	12
2023 Q1	$1.01M	Buy	31,198 +2,667	+9%	+$86K	1%	30
2022 Q4	$908K	Buy	+28,531	New	+$902K	0.97%	34

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

River Street Advisors's SPIB Position: Q2 2026 in Review

River Street Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q2 2026, buying an estimated $18.5K and bringing the position to 52,984 shares worth $1.77M. The position accounts for 0.52% of the portfolio, ranked #52.

River Street Advisors first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2024. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

River Street Advisors held 52,984 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.77M as of Q2 2026.
River Street Advisors bought 553 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $18.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.52% of River Street Advisors's portfolio in Q2 2026, its #52 holding.
River Street Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
River Street Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.12M in Q3 2024.
586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.