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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
Q2 		$16.5M Buy
491,970
+79,626
+19% +$2.66M 0.18% 106
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
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

Summit Financial's SPIB Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q2 2026, buying an estimated $2.66M and bringing the position to 491,970 shares worth $16.5M. The position accounts for 0.18% of the portfolio, ranked #106.

Summit Financial first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Summit Financial held 491,970 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.5M as of Q2 2026.
  • Summit Financial bought 79,626 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.66M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Summit Financial's portfolio in Q2 2026, its #106 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.