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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Overland Park, Kansas $147B AUM 18.73% 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 $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savvy Advisors Inc's SPIB Position: Q1 2026 in Review

Savvy Advisors Inc reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.5% in Q1 2026, selling an estimated $37.9K and leaving 10,697 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #796.

Savvy Advisors Inc first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $673K in Q4 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Savvy Advisors Inc held 10,697 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $359K as of Q1 2026.
Savvy Advisors Inc sold 1,121 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $37.9K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #796 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 9 quarters since.
Savvy Advisors Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $673K in Q4 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.