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

RMG 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 		$29.4M Buy
+877,133
New +$29.6M 3.39% 9
2025
Q4 		– Sell
-752,977
Closed -$25.6M – 491
2025
Q3 		$25.6M Buy
752,977
+46,806
+7% +$1.57M 3.6% 9
2025
Q2 		$23.6M Buy
+706,171
New +$23.4M 3.63% 9

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

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

RMG Wealth Management opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 877,133 shares worth $29.4M. The stake represents 3.39% of the portfolio and ranks #9 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in SPIB as recently as Q3 2025.

RMG Wealth Management first reported a position in SPIB in Q2 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • RMG Wealth Management held 877,133 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $29.4M as of Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new RMG Wealth Management position in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.39% of RMG Wealth Management's portfolio in Q1 2026, its #9 holding.
  • RMG Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 3 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 RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.