SAI
SPIB icon

Savvy Advisors Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Savvy Advisors Inc’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 		$493K Buy
14,748
+4,051
+38% +$136K 0.01% 781
2026
Q1 		$359K Sell
10,697
-1,121
-9% -$37.9K 0.01% 796
2025
Q4 		$400K Sell
11,818
-1,010
-8% -$34.2K 0.01% 651
2025
Q3 		$435K Sell
12,828
-1,339
-9% -$45.1K 0.02% 474
2025
Q2 		$476K Sell
14,167
-825
-6% -$27.3K 0.03% 366
2025
Q1 		$498K Sell
14,992
-5,536
-27% -$182K 0.05% 292
2024
Q4 		$673K Buy
20,528
+3,911
+24% +$129K 0.08% 202
2024
Q3 		$560K Buy
16,617
+481
+3% +$16K 0.11% 168
2024
Q2 		$525K Sell
16,136
-3,287
-17% -$106K 0.17% 135
2024
Q1 		$635K Buy
+19,423
New +$634K 0.37% 74

Other funds holding SPIB

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Savvy Advisors Inc's SPIB Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 38% in Q2 2026, buying an estimated $136K and bringing the position to 14,748 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #781.

Savvy Advisors Inc first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $673K in Q4 2024. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Savvy Advisors Inc held 14,748 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $493K as of Q2 2026.
  • Savvy Advisors Inc bought 4,051 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $136K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #781 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $673K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.