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Stephens Group Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stephens Group Asset Management’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 		$44.3M Buy
1,322,807
+56,418
+4% +$1.89M 2.5% 13
2026
Q1 		$42.5M Sell
1,266,389
-377,222
-23% -$12.7M 2.71% 13
2025
Q4 		$55.6M Buy
1,643,611
+7,129
+0.4% +$241K 3.71% 11
2025
Q3 		$55.5M Buy
1,636,482
+117,516
+8% +$3.95M 3.74% 11
2025
Q2 		$51M Sell
1,518,966
-137,966
-8% -$4.57M 3.67% 11
2025
Q1 		$55.1M Buy
1,656,932
+263,027
+19% +$8.67M 4.44% 11
2024
Q4 		$45.7M Buy
1,393,905
+21,231
+2% +$703K 3.8% 11
2024
Q3 		$46.3M Buy
1,372,674
+140,405
+11% +$4.67M 3.87% 11
2024
Q2 		$40.1M Buy
1,232,269
+13,651
+1% +$442K 3.66% 11
2024
Q1 		$39.8M Buy
1,218,618
+10,720
+0.9% +$350K 3.64% 11
2023
Q4 		$39.7M Buy
1,207,898
+426,997
+55% +$13.6M 3.87% 11
2023
Q3 		$24.6M Buy
780,901
+2,735
+0.4% +$87.1K 2.64% 15
2023
Q2 		$25M Sell
778,166
-206,460
-21% -$6.67M 2.45% 14
2023
Q1 		$32M Buy
984,626
+31,546
+3% +$1.02M 3.46% 12
2022
Q4 		$30.3M Sell
953,080
-24,784
-3% -$784K 3.45% 12
2022
Q3 		$30.6M Buy
977,864
+36,354
+4% +$1.18M 3.66% 12
2022
Q2 		$30.9M Sell
941,510
-16,862
-2% -$558K 3.58% 12
2022
Q1 		$32.7M Buy
958,372
+11,502
+1% +$403K 3.28% 12
2021
Q4 		$34.2M Buy
946,870
+27,903
+3% +$1.01M 3.28% 12
2021
Q3 		$33.6M Buy
918,967
+21,903
+2% +$805K 3.47% 12
2021
Q2 		$32.9M Buy
897,064
+224,181
+33% +$8.18M 3.4% 12
2021
Q1 		$24.4M Buy
672,883
+261,508
+64% +$9.6M 2.38% 12
2020
Q4 		$15.3M Buy
411,375
+33,309
+9% +$1.23M 1.78% 12
2020
Q3 		$13.9M Buy
378,066
+11,607
+3% +$427K 1.91% 12
2020
Q2 		$13.4M Buy
366,459
+162,390
+80% +$5.78M 2.03% 12
2020
Q1 		$6.94M Sell
204,069
-189,226
-48% -$6.64M 1.41% 12
2019
Q4 		$13.9M Buy
393,295
+109,071
+38% +$3.84M 1.91% 12
2019
Q3 		$10M Sell
284,224
-5,712
-2% -$200K 1.5% 8
2019
Q2 		$10.1M Sell
289,936
-25,397
-8% -$871K 1.61% 8
2019
Q1 		$10.8M Sell
315,333
-176,363
-36% -$5.92M 1.74% 8
2018
Q4 		$16.2M Sell
491,696
-266,415
-35% -$8.78M 3.14% 8
2018
Q3 		$25.2M Buy
758,111
+26,723
+4% +$890K 4.72% 8
2018
Q2 		$24.3M Buy
731,388
+216,256
+42% +$7.2M 5.21% 7
2018
Q1 		$17.3M Sell
515,132
-350,513
-40% -$11.8M 3.91% 8
2017
Q4 		$29.6M Buy
+865,645
New +$29.8M 9.26% 5

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

Stephens Group Asset Management's SPIB Position: Q2 2026 in Review

Stephens Group Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.5% in Q2 2026, buying an estimated $1.89M and bringing the position to 1,322,807 shares worth $44.3M. The position accounts for 2.5% of the portfolio, ranked #13.

Stephens Group Asset Management first reported a position in SPIB in Q4 2017 and has held it in 35 quarters since. The position peaked at $55.6M in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Stephens Group Asset Management held 1,322,807 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $44.3M as of Q2 2026.
  • Stephens Group Asset Management bought 56,418 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.89M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.5% of Stephens Group Asset Management's portfolio in Q2 2026, its #13 holding.
  • Stephens Group Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Stephens Group Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $55.6M 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 Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.