Solutions 4 Wealth’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Solutions 4 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	–	Sell	-6,432	Closed	-$216K	–	60
2026 Q1	$216K	Sell	6,432 -6,671	-51%	-$225K	0.32%	51
2025 Q4	$443K	Buy	13,103 +56	+0.4%	+$1.9K	0.67%	37
2025 Q3	$442K	Buy	13,047 +42	+0.3%	+$1.41K	0.69%	35
2025 Q2	$437K	Buy	13,005 +5,356	+70%	+$177K	0.73%	36
2025 Q1	$254K	Buy	7,649 +28	+0.4%	+$923	0.45%	46
2024 Q4	$250K	Buy	7,621 +54	+0.7%	+$1.79K	0.45%	45
2024 Q3	$255K	Buy	7,567 +25	+0.3%	+$831	0.5%	46
2024 Q2	$246K	Buy	+7,542	New	+$244K	0.56%	39

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Solutions 4 Wealth's SPIB Position: Q2 2026 in Review

Solutions 4 Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 6,432 shares — an estimated $216K sold.

Solutions 4 Wealth first reported a position in SPIB in Q2 2024 and held it in 8 quarters. The position peaked at $443K in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Solutions 4 Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Solutions 4 Wealth sold 6,432 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $216K.
Solutions 4 Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
Solutions 4 Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $443K in Q4 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.