SW
SPIB icon

Simplicity Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Simplicity Wealth’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 		$488K Buy
14,580
+289
+2% +$9.67K 0.02% 651
2026
Q1 		$479K Buy
14,291
+897
+7% +$30.3K 0.03% 463
2025
Q4 		$453K Sell
13,394
-764
-5% -$25.9K 0.03% 458
2025
Q3 		$480K Buy
+14,158
New +$476K 0.03% 451
2025
Q2 		– Sell
-9,693
Closed -$322K – 656
2025
Q1 		$322K Buy
+9,693
New +$320K 0.03% 412

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

Simplicity Wealth's SPIB Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2% in Q2 2026, buying an estimated $9.67K and bringing the position to 14,580 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #651.

Simplicity Wealth first reported a position in SPIB in Q1 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Simplicity Wealth held 14,580 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $488K as of Q2 2026.
  • Simplicity Wealth bought 289 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $9.67K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #651 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and has held it in 5 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 Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.