SSWM
SPIB icon

Sheets Smith Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sheets Smith Wealth Management’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 		$9.8M Buy
292,770
+7,814
+3% +$262K 0.98% 17
2026
Q1 		$9.56M Sell
284,956
-1,460
-0.5% -$49.3K 1.08% 18
2025
Q4 		$9.68M Buy
286,416
+5,693
+2% +$193K 1.06% 21
2025
Q3 		$9.51M Buy
280,723
+34,539
+14% +$1.16M 1.08% 20
2025
Q2 		$8.27M Buy
246,184
+4,559
+2% +$151K 0.97% 22
2025
Q1 		$8.03M Buy
241,625
+17,048
+8% +$562K 1% 24
2024
Q4 		$7.36M Sell
224,577
-24,508
-10% -$811K 0.9% 27
2024
Q3 		$8.4M Buy
249,085
+57,940
+30% +$1.93M 1.03% 26
2024
Q2 		$6.22M Buy
191,145
+16,970
+10% +$550K 0.74% 33
2024
Q1 		$5.69M Buy
174,175
+6,998
+4% +$228K 0.64% 40
2023
Q4 		$5.49M Buy
167,177
+8,423
+5% +$268K 0.78% 34
2023
Q3 		$4.99M Buy
158,754
+18,140
+13% +$578K 0.76% 34
2023
Q2 		$4.52M Buy
140,614
+8,586
+7% +$277K 0.66% 38
2023
Q1 		$4.29M Buy
132,028
+10,916
+9% +$352K 0.66% 41
2022
Q4 		$3.85M Buy
121,112
+36,012
+42% +$1.14M 0.6% 44
2022
Q3 		$2.67M Buy
85,100
+6,420
+8% +$209K 0.45% 58
2022
Q2 		$2.57M Sell
78,680
-12,739
-14% -$421K 0.42% 57
2022
Q1 		$3.12M Sell
91,419
-319
-0.3% -$11.2K 0.43% 59
2021
Q4 		$3.32M Buy
91,738
+22,802
+33% +$826K 0.41% 62
2021
Q3 		$2.52M Sell
68,936
-1,882
-3% -$69.2K 0.34% 72
2021
Q2 		$2.6M Sell
70,818
-10,846
-13% -$396K 0.35% 71
2021
Q1 		$2.96M Sell
81,664
-65,656
-45% -$2.41M 0.44% 60
2020
Q4 		$5.48M Sell
147,320
-9,899
-6% -$365K 0.83% 32
2020
Q3 		$5.78M Buy
157,219
+5,968
+4% +$220K 1.01% 27
2020
Q2 		$5.53M Sell
151,251
-12,843
-8% -$457K 1.11% 26
2020
Q1 		$5.58M Buy
164,094
+14,838
+10% +$520K 1.17% 22
2019
Q4 		$5.27M Buy
149,256
+19,978
+15% +$704K 1.01% 23
2019
Q3 		$4.56M Buy
129,278
+21,489
+20% +$754K 0.94% 29
2019
Q2 		$3.77M Buy
107,789
+16,326
+18% +$560K 0.77% 31
2019
Q1 		$3.13M Buy
91,463
+119
+0.1% +$4K 0.68% 37
2018
Q4 		$3.02M Buy
91,344
+4,153
+5% +$137K 0.81% 30
2018
Q3 		$2.9M Buy
+87,191
New +$2.9M 0.6% 42
2018
Q2 		– Sell
-9,417
Closed -$316K – 333
2018
Q1 		$316K Buy
9,417
+2,951
+46% +$99.5K 0.08% 250
2017
Q4 		$221K Buy
+6,466
New +$222K 0.05% 302

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sheets Smith Wealth Management's SPIB Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.7% in Q2 2026, buying an estimated $262K and bringing the position to 292,770 shares worth $9.8M. The position accounts for 0.98% of the portfolio, ranked #17.

Sheets Smith Wealth Management first reported a position in SPIB in Q4 2017 and has held it in 34 quarters since. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Sheets Smith Wealth Management held 292,770 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.8M as of Q2 2026.
  • Sheets Smith Wealth Management bought 7,814 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $262K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.98% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.