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

Strategic Wealth Partners’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	–	Sell	-81	Closed	-$2.72K	–	1554
2026 Q1	$2.72K	Sell	81 -64	-44%	-$2.16K	﹤0.01%	1135
2025 Q4	$4.9K	Buy	+145	New	+$4.91K	﹤0.01%	1054
2019 Q4	–	Sell	-18	Closed	–	–	449
2019 Q3	$0	Sell	18 -2	-10%	-$70	﹤0.01%	769
2019 Q2	$0	Buy	+20	New	+$686	﹤0.01%	812

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

Strategic Wealth Partners's SPIB Position: Q2 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 81 shares — an estimated $2.72K sold.

Strategic Wealth Partners first reported a position in SPIB in Q2 2019 and held it in 4 quarters. The position peaked at $4.9K in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Strategic Wealth Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 81 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.72K.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Strategic Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4.9K 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.