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Strategic Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Strategic Investment Advisors’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 		$6.85M Buy
204,494
+85,383
+72% +$2.89M 0.47% 41
2025
Q4 		$4.03M Sell
119,111
-94,185
-44% -$3.19M 0.35% 49
2025
Q3 		$3.8M Buy
213,296
+110,315
+107% +$3.71M 0.34% 49
2025
Q2 		$3.46M Buy
102,981
+10,065
+11% +$333K 0.34% 45
2025
Q1 		$3.09M Buy
92,916
+5,589
+6% +$184K 0.33% 49
2024
Q4 		$2.86M Buy
87,327
+29,664
+51% +$982K 0.3% 50
2024
Q3 		$1.94M Buy
57,663
+2,154
+4% +$71.6K 0.21% 68
2024
Q2 		$1.81M Buy
55,509
+3,267
+6% +$106K 0.22% 66
2024
Q1 		$1.71M Buy
+52,242
New +$1.7M 0.22% 66
2021
Q2 		– Sell
-9,628
Closed -$349K – 207
2021
Q1 		$349K Sell
9,628
-6,772
-41% -$249K 0.09% 175
2020
Q4 		$610K Sell
16,400
-801
-5% -$29.6K 0.18% 103
2020
Q3 		$632K Buy
17,201
+2,094
+14% +$77.1K 0.21% 84
2020
Q2 		$552K Buy
+15,107
New +$537K 0.21% 85
2019
Q3 		– Sell
-18,649
Closed -$659K – 165
2019
Q2 		$659K Buy
18,649
+1,206
+7% +$41.4K 0.36% 56
2019
Q1 		$596K Sell
17,443
-1,014
-5% -$34.1K 0.41% 54
2018
Q4 		$610K Buy
+18,457
New +$608K 0.55% 45

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $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 $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Investment Advisors's SPIB Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 72% in Q1 2026, buying an estimated $2.89M and bringing the position to 204,494 shares worth $6.85M. The position accounts for 0.47% of the portfolio, ranked #41.

Strategic Investment Advisors first reported a position in SPIB in Q4 2018 and has held it in 16 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Strategic Investment Advisors held 204,494 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.85M as of Q1 2026.
  • Strategic Investment Advisors bought 85,383 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $2.89M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.47% of Strategic Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.