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Signature Estate & Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Signature Estate & Investment 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 		$752K Buy
22,476
+458
+2% +$15.3K 0.01% 356
2026
Q1 		$738K Buy
22,018
+10,753
+95% +$363K 0.02% 339
2025
Q4 		$381K Buy
11,265
+1,315
+13% +$44.5K 0.01% 447
2025
Q3 		$337K Buy
+9,950
New +$335K 0.01% 466

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

Signature Estate & Investment Advisors's SPIB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 22,476 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #356.

Signature Estate & Investment Advisors first reported a position in SPIB in Q3 2025 and has held it in 4 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Signature Estate & Investment Advisors held 22,476 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $752K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 458 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $15.3K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #356 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.