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

Summit 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 Q1	$13.8M	Buy	412,344 +92,021	+29%	+$3.11M	0.18%	110
2025 Q4	$10.8M	Buy	320,323 +16,836	+6%	+$570K	0.16%	118
2025 Q3	$10.3M	Buy	303,487 +38,557	+15%	+$1.3M	0.16%	121
2025 Q2	$8.9M	Buy	264,930 +44,669	+20%	+$1.48M	0.2%	91
2025 Q1	$7.32M	Buy	220,261 +27,577	+14%	+$909K	0.21%	97
2024 Q4	$6.31M	Buy	192,684 +26,125	+16%	+$865K	0.22%	83
2024 Q3	$5.61M	Buy	166,559 +87,416	+110%	+$2.9M	0.22%	80
2024 Q2	$2.58M	Buy	79,143 +616	+0.8%	+$20K	0.12%	125
2024 Q1	$2.57M	Buy	78,527 +4,178	+6%	+$136K	0.15%	91
2023 Q4	$2.44M	Buy	+74,349	New	+$2.36M	0.16%	89

Other funds holding SPIB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return