Sigma Planning Corp’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sigma Planning Corp’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 Q3	$7.36M	Sell	228,064 -5,201	-2%	-$172K	0.19%	108
2026 Q2	$7.81M	Sell	233,265 -3,373	-1%	-$113K	0.2%	101
2026 Q1	$7.94M	Buy	236,638 +28,942	+14%	+$978K	0.22%	83
2025 Q4	$7.02M	Buy	207,696 +44	+0%	+$1.49K	0.19%	98
2025 Q3	$7.04M	Buy	207,652 +8,357	+4%	+$281K	0.2%	96
2025 Q2	$6.69M	Buy	199,295 +7,287	+4%	+$241K	0.2%	90
2025 Q1	$6.38M	Buy	192,008 +5,544	+3%	+$183K	0.2%	90
2024 Q4	$6.11M	Buy	186,464 +7,810	+4%	+$259K	0.19%	97
2024 Q3	$6.02M	Buy	178,654 +49,586	+38%	+$1.65M	0.18%	108
2024 Q2	$4.2M	Sell	129,068 -1,549	-1%	-$50.2K	0.13%	154
2024 Q1	$4.27M	Buy	130,617 +82,779	+173%	+$2.7M	0.13%	156
2023 Q4	$1.57M	Sell	47,838 -73,018	-60%	-$2.32M	0.12%	179
2023 Q3	$3.8M	Buy	120,856 +19,002	+19%	+$605K	0.14%	148
2023 Q2	$3.27M	Buy	101,854 +12,676	+14%	+$409K	0.12%	176
2023 Q1	$2.9M	Buy	89,178 +36,620	+70%	+$1.18M	0.1%	221
2022 Q4	$1.67M	Buy	+52,558	New	+$1.66M	0.06%	328

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Sigma Planning Corp's SPIB Position: Q3 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.2% in Q3 2026, selling an estimated $172K and leaving 228,064 shares worth $7.36M. The position accounts for 0.19% of the portfolio, ranked #108.

Sigma Planning Corp first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.94M in Q1 2026. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Sigma Planning Corp held 228,064 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.36M as of Q3 2026.
Sigma Planning Corp sold 5,201 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $172K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.19% of Sigma Planning Corp's portfolio in Q3 2026, its #108 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.94M in Q1 2026.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.