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

SteelPeak 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 Q1	–	Sell	-5,979	Closed	-$202K	–	643
2025 Q4	$202K	Hold	5,979	–	–	0.01%	494
2025 Q3	$203K	Buy	+5,979	New	+$201K	0.01%	537
2021 Q1	–	Sell	-391,678	Closed	-$14.6M	–	407
2020 Q4	$14.6M	Buy	+391,678	New	+$14.5M	1.32%	15

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SteelPeak Wealth's SPIB Position: Q1 2026 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 5,979 shares — an estimated $202K sold.

SteelPeak Wealth first reported a position in SPIB in Q4 2020 and held it in 3 quarters. The position peaked at $14.6M in Q4 2020. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

SteelPeak Wealth reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 5,979 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $202K.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
SteelPeak Wealth's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $14.6M in Q4 2020.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.