SPC
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's SPIB Position: Q1 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q1 2026, buying an estimated $978K and bringing the position to 236,638 shares worth $7.94M. The position accounts for 0.22% of the portfolio, ranked #83.

Sigma Planning Corp first reported a position in SPIB in Q4 2022 and has held it in 14 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Sigma Planning Corp held 236,638 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.94M as of Q1 2026.
  • Sigma Planning Corp bought 28,942 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $978K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.22% of Sigma Planning Corp's portfolio in Q1 2026, its #83 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 14 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.