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Silver Oak Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Silver Oak Securities’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 		$813K Buy
24,307
+715
+3% +$23.9K 0.05% 334
2026
Q1 		$791K Sell
23,592
-26,428
-53% -$893K 0.06% 312
2025
Q4 		$1.69M Sell
50,020
-323
-0.6% -$10.9K 0.11% 183
2025
Q3 		$1.71M Buy
50,343
+1,196
+2% +$40.2K 0.13% 167
2025
Q2 		$1.65M Buy
49,147
+19,697
+67% +$652K 0.13% 163
2025
Q1 		$979K Buy
29,450
+3,275
+13% +$108K 0.09% 238
2024
Q4 		$858K Sell
26,175
-559
-2% -$18.5K 0.08% 259
2024
Q3 		$903K Buy
26,734
+174
+0.7% +$5.78K 0.1% 220
2024
Q2 		$865K Sell
26,560
-2,058
-7% -$66.7K 0.13% 149
2024
Q1 		$936K Buy
28,618
+2,538
+10% +$82.8K 0.14% 155
2023
Q4 		$856K Buy
26,080
+381
+1% +$12.1K 0.11% 187
2023
Q3 		$808K Buy
25,699
+12,213
+91% +$389K 0.18% 111
2023
Q2 		$433K Buy
13,486
+390
+3% +$12.6K 0.07% 256
2023
Q1 		$425K Sell
13,096
-37
-0.3% -$1.19K 0.07% 219
2022
Q4 		$418K Sell
13,133
-12,566
-49% -$397K 0.08% 181
2022
Q3 		$808K Buy
25,699
+12,208
+90% +$398K 0.18% 111
2022
Q2 		$445K Buy
13,491
+5,058
+60% +$167K 0.1% 137
2022
Q1 		$282K Buy
+8,433
New +$295K 0.06% 244

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

Silver Oak Securities's SPIB Position: Q2 2026 in Review

Silver Oak Securities increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3% in Q2 2026, buying an estimated $23.9K and bringing the position to 24,307 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #334.

Silver Oak Securities first reported a position in SPIB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Silver Oak Securities held 24,307 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $813K as of Q2 2026.
  • Silver Oak Securities bought 715 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $23.9K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #334 holding.
  • Silver Oak Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.71M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.