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Sound Income Strategies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sound Income Strategies’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
Q1 		$437K Hold
13,075
– – 0.02% 274
2025
Q4 		$442K Buy
13,075
+12,347
+1,696% +$418K 0.02% 271
2025
Q3 		$24.6K Sell
728
-139
-16% -$4.68K ﹤0.01% 757
2025
Q2 		$29.1K Sell
867
-548
-39% -$18.1K ﹤0.01% 662
2025
Q1 		$47K Buy
1,415
+3
+0.2% +$99 ﹤0.01% 515
2024
Q4 		$46.3K Buy
1,412
+7
+0.5% +$232 ﹤0.01% 483
2024
Q3 		$47.4K Sell
1,405
-29
-2% -$964 ﹤0.01% 454
2024
Q2 		$46.7K Hold
1,434
– – ﹤0.01% 452
2024
Q1 		$46.9K Sell
1,434
-401
-22% -$13.1K ﹤0.01% 422
2023
Q4 		$60.3K Buy
1,835
+1,110
+153% +$35.3K 0.01% 366
2023
Q3 		$22.8K Hold
725
– – ﹤0.01% 417
2023
Q2 		$23.3K Hold
725
– – ﹤0.01% 408
2023
Q1 		$23.5K Buy
725
+238
+49% +$7.68K ﹤0.01% 396
2022
Q4 		$15.5K Sell
487
-1,744
-78% -$55.1K ﹤0.01% 436
2022
Q3 		$70K Buy
2,231
+1,603
+255% +$52.2K 0.01% 197
2022
Q2 		$20K Buy
628
+87
+16% +$2.88K ﹤0.01% 351
2022
Q1 		$18K Hold
541
– – ﹤0.01% 374
2021
Q4 		$20K Hold
541
– – ﹤0.01% 369
2021
Q3 		$20K Buy
541
+487
+902% +$17.9K ﹤0.01% 346
2021
Q2 		$2K Sell
54
-76
-58% -$2.77K ﹤0.01% 743
2021
Q1 		$4.71K Buy
+130
New +$4.77K ﹤0.01% 629

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Income Strategies's SPIB Position: Q1 2026 in Review

Sound Income Strategies held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 13,075 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #274.

Sound Income Strategies first reported a position in SPIB in Q1 2021 and has held it in 21 quarters since. The position peaked at $442K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Sound Income Strategies held 13,075 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $437K as of Q1 2026.
  • Sound Income Strategies left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Sound Income Strategies's portfolio in Q1 2026, its #274 holding.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Sound Income Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $442K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.