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

Strategic Planning Group’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 		$58.4M Buy
1,746,523
+311,753
+22% +$10.4M 6.37% 2
2026
Q1 		$48.1M Buy
1,434,770
+1,148,106
+401% +$38.8M 6.73% 2
2025
Q4 		$9.69M Buy
286,664
+19,079
+7% +$646K 1.25% 24
2025
Q3 		$9.07M Buy
267,585
+93,804
+54% +$3.16M 1.23% 25
2025
Q2 		$5.84M Buy
173,781
+5,024
+3% +$166K 0.95% 36
2025
Q1 		$5.61M Buy
168,757
+19,387
+13% +$639K 1.1% 29
2024
Q4 		$4.89M Buy
149,370
+6,611
+5% +$219K 0.9% 33
2024
Q3 		$4.81M Buy
142,759
+47,437
+50% +$1.58M 0.95% 30
2024
Q2 		$3.1M Buy
+95,322
New +$3.09M 0.68% 58

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

Strategic Planning Group's SPIB Position: Q2 2026 in Review

Strategic Planning Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 22% in Q2 2026, buying an estimated $10.4M and bringing the position to 1,746,523 shares worth $58.4M. The position accounts for 6.37% of the portfolio, ranked #2.

Strategic Planning Group first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Strategic Planning Group held 1,746,523 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $58.4M as of Q2 2026.
  • Strategic Planning Group bought 311,753 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $10.4M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 6.37% of Strategic Planning Group's portfolio in Q2 2026, its #2 holding.
  • Strategic Planning Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.