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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
Q2 		$413K Sell
12,357
-718
-5% -$24K 0.02% 316
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 $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 22.9% 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

Sound Income Strategies's SPIB Position: Q2 2026 in Review

Sound Income Strategies reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.5% in Q2 2026, selling an estimated $24K and leaving 12,357 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #316.

Sound Income Strategies first reported a position in SPIB in Q1 2021 and has held it in 22 quarters since. The position peaked at $442K in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Sound Income Strategies held 12,357 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $413K as of Q2 2026.
  • Sound Income Strategies sold 718 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $24K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #316 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 22 quarters since.
  • Sound Income Strategies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $442K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.