Stifel Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Stifel Financial’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	$11.4M	Buy	340,018 +6,759	+2%	+$226K	0.01%	947
2026 Q1	$11.2M	Buy	333,259 +22,333	+7%	+$755K	0.01%	894
2025 Q4	$10.5M	Buy	310,926 +42,832	+16%	+$1.45M	0.01%	929
2025 Q3	$9.09M	Buy	268,094 +39,574	+17%	+$1.33M	0.01%	995
2025 Q2	$7.67M	Buy	228,520 +11,567	+5%	+$383K	0.01%	1021
2025 Q1	$7.21M	Buy	216,953 +13,282	+7%	+$438K	0.01%	1000
2024 Q4	$6.67M	Buy	203,671 +3,413	+2%	+$113K	0.01%	1052
2024 Q3	$6.75M	Buy	200,258 +8,611	+4%	+$286K	0.01%	1038
2024 Q2	$6.24M	Sell	191,647 -853	-0.4%	-$27.6K	0.01%	1022
2024 Q1	$6.29M	Buy	192,500 +234	+0.1%	+$7.63K	0.01%	1022
2023 Q4	$6.31M	Buy	192,266 +5,293	+3%	+$168K	0.01%	984
2023 Q3	$5.88M	Buy	186,973 +4,137	+2%	+$132K	0.01%	953
2023 Q2	$5.87M	Buy	182,836 +13,779	+8%	+$445K	0.01%	951
2023 Q1	$5.49M	Buy	169,057 +92,955	+122%	+$3M	0.01%	962
2022 Q4	$2.42M	Buy	76,102 +21,545	+39%	+$681K	﹤0.01%	1377
2022 Q3	$1.71M	Sell	54,557 -954	-2%	-$31.1K	﹤0.01%	1585
2022 Q2	$1.81M	Buy	55,511 +36,549	+193%	+$1.21M	﹤0.01%	1559
2022 Q1	$648K	Buy	18,962 +4,303	+29%	+$151K	﹤0.01%	2428
2021 Q4	$530K	Buy	14,659 +5,463	+59%	+$198K	﹤0.01%	2556
2021 Q3	$336K	Sell	9,196 -4,719	-34%	-$173K	﹤0.01%	2834
2021 Q2	$511K	Sell	13,915 -3,400	-20%	-$124K	﹤0.01%	2572
2021 Q1	$628K	Sell	17,315 -3,574	-17%	-$131K	﹤0.01%	2334
2020 Q4	$776K	Sell	20,889 -2,703	-11%	-$99.8K	﹤0.01%	2032
2020 Q3	$867K	Sell	23,592 -7,543	-24%	-$278K	﹤0.01%	1733
2020 Q2	$1.14M	Sell	31,135 -6,623	-18%	-$236K	﹤0.01%	1470
2020 Q1	$1.27M	Sell	37,758 -15,237	-29%	-$534K	﹤0.01%	1281
2019 Q4	$1.89M	Buy	52,995 +2,430	+5%	+$85.7K	﹤0.01%	1369
2019 Q3	$1.79M	Sell	50,565 -2,190	-4%	-$76.8K	﹤0.01%	1392
2019 Q2	$1.84M	Sell	52,755 -7,305	-12%	-$251K	﹤0.01%	1403
2019 Q1	$2.04M	Buy	60,060 +2,948	+5%	+$99K	0.01%	1230
2018 Q4	$1.88M	Buy	57,112 +3,010	+6%	+$99.2K	0.01%	1181
2018 Q3	$1.78M	Sell	54,102 -5,420	-9%	-$181K	0.01%	1328
2018 Q2	$1.97M	Sell	59,522 -1,655	-3%	-$55.1K	0.01%	1223
2018 Q1	$2.05M	Buy	61,177 +2,217	+4%	+$74.8K	0.01%	1144
2017 Q4	$2.01M	Buy	58,960 +8,903	+18%	+$306K	0.01%	1144
2017 Q3	$1.72M	Sell	50,057 -22,862	-31%	-$789K	0.01%	1202
2017 Q2	$2.51M	Buy	72,919 +4,857	+7%	+$167K	0.01%	998
2017 Q1	$2.32M	Buy	68,062 +39,915	+142%	+$1.36M	0.01%	1022
2016 Q4	$954K	Buy	+28,147	New	+$964K	﹤0.01%	1418
2016 Q2	–	Sell	-47,367	Closed	-$1.62M	–	2560
2016 Q1	$1.62M	Buy	47,367 +27,616	+140%	+$931K	0.01%	1017
2015 Q4	$661K	Buy	19,751 +193	+1%	+$6.53K	﹤0.01%	1500
2015 Q3	$664K	Buy	19,558 +2,141	+12%	+$72.5K	﹤0.01%	1400
2015 Q2	$592K	Buy	17,417 +7,347	+73%	+$252K	﹤0.01%	1605
2015 Q1	$348K	Buy	+10,070	New	+$347K	﹤0.01%	1819
2014 Q4	–	Sell	-14,208	Closed	-$485K	–	2440
2014 Q3	$485K	Buy	+14,208	New	+$487K	﹤0.01%	1547

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Stifel Financial's SPIB Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2% in Q2 2026, buying an estimated $226K and bringing the position to 340,018 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #947.

Stifel Financial first reported a position in SPIB in Q3 2014 and has held it in 45 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Stifel Financial held 340,018 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.4M as of Q2 2026.
Stifel Financial bought 6,759 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $226K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #947 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2014 and has held it in 45 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.