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

Sequoia Financial Advisors’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 		$252K Sell
7,522
-781
-9% -$26.1K ﹤0.01% 1804
2026
Q1 		$278K Sell
8,303
-3,542
-30% -$120K ﹤0.01% 1609
2025
Q4 		$400K Buy
11,845
+2,944
+33% +$99.7K ﹤0.01% 1400
2025
Q3 		$302K Buy
8,901
+340
+4% +$11.4K ﹤0.01% 1393
2025
Q2 		$287K Sell
8,561
-839
-9% -$27.8K ﹤0.01% 1285
2025
Q1 		$312K Sell
9,400
-1,839
-16% -$60.6K ﹤0.01% 1043
2024
Q4 		$368K Buy
11,239
+2,218
+25% +$73.4K ﹤0.01% 931
2024
Q3 		$304K Sell
9,021
-663
-7% -$22K ﹤0.01% 961
2024
Q2 		$315K Buy
9,684
+2,680
+38% +$86.8K ﹤0.01% 869
2024
Q1 		$229K Buy
7,004
+246
+4% +$8.03K ﹤0.01% 989
2023
Q4 		$222K Buy
+6,758
New +$215K ﹤0.01% 1058
2023
Q1 		– Sell
-21,659
Closed -$689K – 870
2022
Q4 		$689K Buy
21,659
+456
+2% +$14.4K 0.02% 367
2022
Q3 		$664K Sell
21,203
-291
-1% -$9.48K 0.02% 252
2022
Q2 		$701K Sell
21,494
-595
-3% -$19.7K 0.02% 271
2022
Q1 		$754K Buy
22,089
+1,637
+8% +$57.3K 0.02% 286
2021
Q4 		$739K Buy
20,452
+11,267
+123% +$408K 0.02% 268
2021
Q3 		$335K Sell
9,185
-11,205
-55% -$412K 0.03% 193
2021
Q2 		$748K Buy
20,390
+1,931
+10% +$70.5K 0.03% 233
2021
Q1 		$669K Sell
18,459
-1,620
-8% -$59.4K 0.03% 224
2020
Q4 		$747K Buy
20,079
+6,753
+51% +$249K 0.03% 203
2020
Q3 		$490K Buy
13,326
+2,023
+18% +$74.5K 0.03% 229
2020
Q2 		$413K Sell
11,303
-2,348
-17% -$83.5K 0.02% 242
2020
Q1 		$464K Buy
+13,651
New +$479K 0.03% 206

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

Sequoia Financial Advisors's SPIB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.4% in Q2 2026, selling an estimated $26.1K and leaving 7,522 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Sequoia Financial Advisors first reported a position in SPIB in Q1 2020 and has held it in 23 quarters since. The position peaked at $754K in Q1 2022. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Sequoia Financial Advisors held 7,522 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $252K as of Q2 2026.
  • Sequoia Financial Advisors sold 781 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1804 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $754K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.