SageView Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

SageView Advisory Group’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	–	Sell	-635	Closed	-$21.5K	–	2167
2025 Q4	$21.5K	Buy	+635	New	+$21.5K	﹤0.01%	1422
2024 Q2	–	Sell	-44,514	Closed	-$2.11M	–	747
2024 Q1	$2.11M	Buy	+44,514	New	+$1.45M	0.11%	108
2023 Q4	–	Sell	-10,874	Closed	-$346K	–	456
2023 Q3	$342K	Buy	10,874 +209	+2%	+$6.66K	0.02%	397
2023 Q2	$342K	Buy	+10,665	New	+$344K	0.02%	423
2023 Q1	–	Sell	-11,568	Closed	-$368K	–	483
2022 Q4	$368K	Buy	+11,568	New	+$366K	0.03%	292

Other funds holding SPIB

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

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

MERSOM

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

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

AFI

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

SageView Advisory Group's SPIB Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 635 shares — an estimated $21.5K sold.

SageView Advisory Group first reported a position in SPIB in Q4 2022 and held it in 5 quarters. The position peaked at $2.11M in Q1 2024. 576 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 635 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $21.5K.
SageView Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.11M in Q1 2024.
576 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.