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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$27.5K Buy
+851
New +$28.1K ﹤0.01% 1383
2026
Q2
– Sell
-850
Closed -$28.5K – 2780
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

Root Financial Partners's SPIB Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 851 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPIB as recently as Q1 2026.

Root Financial Partners first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $48K in Q3 2025. 533 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Root Financial Partners held 851 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $27.5K as of Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Root Financial Partners position in Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1383 holding.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $48K in Q3 2025.
  • 533 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.