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

Stratos 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
Q1 		$5.89M Buy
175,736
+654
+0.4% +$22.1K 0.07% 301
2025
Q4 		$5.92M Buy
175,082
+9,082
+5% +$308K 0.07% 291
2025
Q3 		$5.63M Buy
166,000
+11,096
+7% +$373K 0.07% 289
2025
Q2 		$5.2M Buy
154,904
+4,910
+3% +$163K 0.07% 277
2025
Q1 		$4.99M Buy
149,994
+1,650
+1% +$54.4K 0.08% 262
2024
Q4 		$4.86M Buy
148,344
+15,007
+11% +$497K 0.07% 279
2024
Q3 		$4.49M Buy
133,337
+21,829
+20% +$725K 0.06% 289
2024
Q2 		$3.63M Buy
111,508
+20,080
+22% +$650K 0.06% 317
2024
Q1 		$2.99M Buy
91,428
+36,057
+65% +$1.18M 0.05% 345
2023
Q4 		$1.82M Buy
55,371
+18,999
+52% +$604K 0.03% 439
2023
Q3 		$1.14M Buy
36,372
+20,970
+136% +$668K 0.02% 528
2023
Q2 		$495K Buy
15,402
+5,554
+56% +$179K 0.01% 773
2023
Q1 		$320K Sell
9,848
-14,925
-60% -$481K 0.01% 842
2022
Q4 		$789K Buy
24,773
+14,386
+139% +$455K 0.02% 575
2022
Q3 		$325K Sell
10,387
-2,851
-22% -$92.9K 0.01% 830
2022
Q2 		$432K Sell
13,238
-142,336
-91% -$4.71M 0.01% 789
2022
Q1 		$5.31M Sell
155,574
-52,934
-25% -$1.85M 0.12% 178
2021
Q4 		$7.54M Buy
208,508
+58,517
+39% +$2.12M 0.17% 131
2021
Q3 		$5.48M Buy
149,991
+8,252
+6% +$303K 0.14% 166
2021
Q2 		$5.2M Sell
141,739
-5,148
-4% -$188K 0.13% 178
2021
Q1 		$5.33M Sell
146,887
-2,533
-2% -$93K 0.15% 151
2020
Q4 		$5.55M Buy
149,420
+11,458
+8% +$423K 0.16% 140
2020
Q3 		$5.07M Buy
137,962
+13,865
+11% +$510K 0.17% 144
2020
Q2 		$4.53M Buy
124,097
+117,532
+1,790% +$4.18M 0.16% 145
2020
Q1 		$223K Sell
6,565
-28,311
-81% -$993K 0.01% 778
2019
Q4 		$1.23M Sell
34,876
-8,022
-19% -$283K 0.05% 333
2019
Q3 		$1.51M Buy
42,898
+32,879
+328% +$1.15M 0.07% 278
2019
Q2 		$350K Buy
+10,019
New +$344K 0.02% 680
2018
Q4 		– Sell
-126
Closed -$4K – 2263
2018
Q3 		$4K Buy
+126
New +$4.2K ﹤0.01% 2549
2018
Q2 		– Sell
-121
Closed -$4K – 2345
2018
Q1 		$4K Buy
+121
New +$4.08K ﹤0.01% 2700

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

Stratos Wealth Partners's SPIB Position: Q1 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.37% in Q1 2026, buying an estimated $22.1K and bringing the position to 175,736 shares worth $5.89M. The position accounts for 0.07% of the portfolio, ranked #301.

Stratos Wealth Partners first reported a position in SPIB in Q1 2018 and has held it in 30 quarters since. The position peaked at $7.54M in Q4 2021. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Stratos Wealth Partners held 175,736 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $5.89M as of Q1 2026.
  • Stratos Wealth Partners bought 654 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $22.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #301 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 30 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $7.54M in Q4 2021.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.