Roundview Capital’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Roundview Capital’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	$9.27M	Buy	276,982 +21,722	+9%	+$727K	0.51%	48
2026 Q1	$8.56M	Buy	255,260 +8,752	+4%	+$296K	0.53%	42
2025 Q4	$8.33M	Buy	246,508 +8,699	+4%	+$295K	0.51%	42
2025 Q3	$8.06M	Sell	237,809 -3,440	-1%	-$116K	0.51%	42
2025 Q2	$8.1M	Buy	241,249 +3,440	+1%	+$114K	0.54%	43
2025 Q1	$7.9M	Buy	237,809 +11,203	+5%	+$369K	0.57%	42
2024 Q4	$7.42M	Buy	226,606 +26,288	+13%	+$870K	0.52%	44
2024 Q3	$6.75M	Buy	200,318 +8,042	+4%	+$267K	0.49%	45
2024 Q2	$6.26M	Buy	192,276 +21,231	+12%	+$688K	0.49%	47
2024 Q1	$5.59M	Buy	171,045 +31,585	+23%	+$1.03M	0.46%	54
2023 Q4	$4.58M	Buy	139,460 +23,133	+20%	+$735K	0.42%	55
2023 Q3	$3.66M	Buy	+116,327	New	+$3.7M	0.37%	67

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Roundview Capital's SPIB Position: Q2 2026 in Review

Roundview Capital increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.5% in Q2 2026, buying an estimated $727K and bringing the position to 276,982 shares worth $9.27M. The position accounts for 0.51% of the portfolio, ranked #48.

Roundview Capital first reported a position in SPIB in Q3 2023 and has held it in 12 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Roundview Capital held 276,982 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.27M as of Q2 2026.
Roundview Capital bought 21,722 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $727K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.51% of Roundview Capital's portfolio in Q2 2026, its #48 holding.
Roundview Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.