RKL Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

RKL Wealth Management’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 Q3	$830K	Buy	25,702 +293	+1%	+$9.7K	0.07%	106
2026 Q2	$850K	Sell	25,409 -597	-2%	-$20K	0.07%	105
2026 Q1	$872K	Sell	26,006 -1,678	-6%	-$56.7K	0.08%	100
2025 Q4	$936K	Buy	27,684 +175	+0.6%	+$5.93K	0.08%	98
2025 Q3	$932K	Sell	27,509 -7,085	-20%	-$238K	0.08%	96
2025 Q2	$1.16M	Sell	34,594 -5,313	-13%	-$176K	0.1%	81
2025 Q1	$1.33M	Buy	39,907 +2,368	+6%	+$78.1K	0.13%	82
2024 Q4	$1.23M	Buy	37,539 +29,704	+379%	+$983K	0.11%	87
2024 Q3	$264K	Buy	+7,835	New	+$260K	0.02%	138

Other funds holding SPIB

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

RKL Wealth Management's SPIB Position: Q3 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q3 2026, buying an estimated $9.7K and bringing the position to 25,702 shares worth $830K. The position accounts for 0.07% of the portfolio, ranked #106.

RKL Wealth Management first reported a position in SPIB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2025. 192 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

RKL Wealth Management held 25,702 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $830K as of Q3 2026.
RKL Wealth Management bought 293 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $9.7K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of RKL Wealth Management's portfolio in Q3 2026, its #106 holding.
RKL Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
RKL Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.33M in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.