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 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

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

RKL Wealth Management's SPIB Position: Q2 2026 in Review

RKL Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.3% in Q2 2026, selling an estimated $20K and leaving 25,409 shares worth $850K. The position accounts for 0.07% of the portfolio, ranked #105.

RKL Wealth Management first reported a position in SPIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

RKL Wealth Management held 25,409 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $850K as of Q2 2026.
RKL Wealth Management sold 597 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $20K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of RKL Wealth Management's portfolio in Q2 2026, its #105 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 8 quarters since.
RKL Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.33M in Q1 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.