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

Stephens Inc’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 		$1.87M Sell
55,817
-633
-1% -$21.4K 0.02% 481
2025
Q4 		$1.91M Buy
56,450
+10
+0% +$339 0.02% 478
2025
Q3 		$1.91M Buy
56,440
+2,098
+4% +$70.6K 0.02% 496
2025
Q2 		$1.82M Buy
54,342
+906
+2% +$30K 0.03% 486
2025
Q1 		$1.78M Sell
53,436
-15,273
-22% -$503K 0.03% 497
2024
Q4 		$2.25M Buy
68,709
+605
+0.9% +$20K 0.03% 424
2024
Q3 		$2.3M Buy
68,104
+106
+0.2% +$3.52K 0.03% 417
2024
Q2 		$2.21M Hold
67,998
– – 0.03% 409
2024
Q1 		$2.22M Sell
67,998
-289
-0.4% -$9.43K 0.03% 404
2023
Q4 		$2.24M Sell
68,287
-630
-0.9% -$20K 0.04% 374
2023
Q3 		$2.17M Hold
68,917
– – 0.04% 351
2023
Q2 		$2.21M Sell
68,917
-400
-0.6% -$12.9K 0.04% 359
2023
Q1 		$2.25M Sell
69,317
-508
-0.7% -$16.4K 0.04% 361
2022
Q4 		$2.22M Buy
69,825
+4
+0% +$126 0.05% 345
2022
Q3 		$2.19M Sell
69,821
-44,402
-39% -$1.45M 0.05% 342
2022
Q2 		$3.73M Sell
114,223
-16,818
-13% -$556K 0.08% 271
2022
Q1 		$4.47M Sell
131,041
-3,608
-3% -$126K 0.07% 286
2021
Q4 		$4.87M Buy
134,649
+4,137
+3% +$150K 0.07% 276
2021
Q3 		$4.77M Buy
130,512
+2
+0% +$74 0.07% 279
2021
Q2 		$4.79M Sell
130,510
-7,659
-6% -$280K 0.07% 275
2021
Q1 		$5.01M Buy
138,169
+3,311
+2% +$122K 0.08% 244
2020
Q4 		$5.01M Buy
134,858
+2
+0% +$74 0.09% 239
2020
Q3 		$4.96M Buy
134,856
+26,045
+24% +$959K 0.1% 206
2020
Q2 		$3.98M Buy
108,811
+1
+0% +$36 0.09% 236
2020
Q1 		$3.7M Sell
108,810
-1,014,318
-90% -$35.6M 0.1% 220
2019
Q4 		$39.7M Sell
1,123,128
-97,448
-8% -$3.43M 0.83% 15
2019
Q3 		$43.1M Sell
1,220,576
-11,666
-0.9% -$409K 0.95% 13
2019
Q2 		$43M Buy
1,232,242
+165,076
+15% +$5.66M 0.97% 11
2019
Q1 		$36.5M Buy
1,067,166
+5,765
+0.5% +$194K 0.87% 12
2018
Q4 		$35.1M Sell
1,061,401
-66,209
-6% -$2.18M 1% 11
2018
Q3 		$37.5M Buy
1,127,610
+175,484
+18% +$5.85M 0.93% 11
2018
Q2 		$31.7M Buy
+952,126
New +$31.7M 0.96% 14
2014
Q1 		– Sell
-106,400
Closed -$3.58M – 891
2013
Q4 		$3.58M Buy
106,400
+700
+0.7% +$23.7K 0.18% 115
2013
Q3 		$3.57M Buy
105,700
+83,700
+380% +$2.81M 0.19% 104
2013
Q2 		$739K Buy
+22,000
New +$759K 0.04% 346

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

Stephens Inc's SPIB Position: Q1 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q1 2026, selling an estimated $21.4K and leaving 55,817 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #481.

Stephens Inc first reported a position in SPIB in Q2 2013 and has held it in 35 quarters since. The position peaked at $43.1M in Q3 2019. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Stephens Inc held 55,817 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.87M as of Q1 2026.
  • Stephens Inc sold 633 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $21.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Stephens Inc's portfolio in Q1 2026, its #481 holding.
  • Stephens Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Stephens Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $43.1M in Q3 2019.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.