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Root Financial Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Root Financial Partners’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 		$28.5K Sell
850
-1
-0.1% -$34 ﹤0.01% 1144
2025
Q4 		$28.8K Sell
851
-565
-40% -$19.1K ﹤0.01% 972
2025
Q3 		$48K Buy
+1,416
New +$47.6K ﹤0.01% 682

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

Root Financial Partners's SPIB Position: Q1 2026 in Review

Root Financial Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.12% in Q1 2026, selling an estimated $34 and leaving 850 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Root Financial Partners first reported a position in SPIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $48K in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Root Financial Partners held 850 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $28.5K as of Q1 2026.
  • Root Financial Partners sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q1 2026, an estimated $34.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1144 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $48K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.