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
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

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 22.96% 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

Sigma Planning Corp's SPIB Position: Q2 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.4% in Q2 2026, selling an estimated $113K and leaving 233,265 shares worth $7.81M. The position accounts for 0.2% of the portfolio, ranked #101.

Sigma Planning Corp first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.94M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Sigma Planning Corp held 233,265 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.81M as of Q2 2026.
  • Sigma Planning Corp sold 3,373 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $113K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.2% of Sigma Planning Corp's portfolio in Q2 2026, its #101 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 15 quarters since.
  • Sigma Planning Corp's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.94M in Q1 2026.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.