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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
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
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

RKL Wealth Management's SPIB Position: Q1 2026 in Review

RKL Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.1% in Q1 2026, selling an estimated $56.7K and leaving 26,006 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #100.

RKL Wealth Management first reported a position in SPIB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • RKL Wealth Management held 26,006 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $872K as of Q1 2026.
  • RKL Wealth Management sold 1,678 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $56.7K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of RKL Wealth Management's portfolio in Q1 2026, its #100 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 7 quarters since.
  • RKL Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.33M in Q1 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.