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

Rockwood 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	$35.9M	Buy	1,073,166 +68,585	+7%	+$2.3M	2.27%	9
2026 Q1	$33.7M	Buy	1,004,581 +62,995	+7%	+$2.13M	2.41%	9
2025 Q4	$31.8M	Buy	941,586 +60,012	+7%	+$2.03M	2.37%	9
2025 Q3	$29.9M	Buy	881,574 +50,302	+6%	+$1.69M	2.39%	10
2025 Q2	$27.9M	Buy	831,272 +30,206	+4%	+$1M	2.46%	10
2025 Q1	$26.6M	Buy	801,066 +138,048	+21%	+$4.55M	2.71%	8
2024 Q4	$21.7M	Buy	+663,018	New	+$21.9M	2.35%	10

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

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

Rockwood Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.8% in Q2 2026, buying an estimated $2.3M and bringing the position to 1,073,166 shares worth $35.9M. The position accounts for 2.27% of the portfolio, ranked #9.

Rockwood Wealth Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Rockwood Wealth Management held 1,073,166 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $35.9M as of Q2 2026.
Rockwood Wealth Management bought 68,585 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.3M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.27% of Rockwood Wealth Management's portfolio in Q2 2026, its #9 holding.
Rockwood Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.