SS
SPIB icon

Sunbelt Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Sunbelt Securities’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 		$23K Buy
687
+132
+24% +$4.46K ﹤0.01% 1246
2025
Q4 		$18.8K Hold
555
– – ﹤0.01% 1274
2025
Q3 		$18.8K Sell
555
-508
-48% -$17.1K ﹤0.01% 1282
2025
Q2 		$34.8K Hold
1,063
– – ﹤0.01% 1020
2025
Q1 		$35.3K Hold
1,063
– – ﹤0.01% 984
2024
Q4 		$34.9K Sell
1,063
-1,039
-49% -$34.4K ﹤0.01% 1020
2024
Q3 		$70.9K Hold
2,102
– – 0.01% 850
2024
Q2 		$68.4K Hold
2,102
– – 0.01% 832
2024
Q1 		$68.7K Hold
2,102
– – 0.01% 805
2023
Q4 		$69K Sell
2,102
-304
-13% -$9.66K 0.01% 752
2023
Q3 		$75.7K Hold
2,406
– – 0.01% 712
2023
Q2 		$77.3K Buy
2,406
+114
+5% +$3.68K 0.01% 701
2023
Q1 		$74.1K Buy
+2,292
New +$73.9K 0.01% 654
2020
Q1 		– Sell
-7,168
Closed -$253K – 616
2019
Q4 		$253K Buy
7,168
+111
+2% +$3.91K 0.03% 482
2019
Q3 		$249K Buy
+7,057
New +$248K 0.03% 464

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

Sunbelt Securities's SPIB Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 24% in Q1 2026, buying an estimated $4.46K and bringing the position to 687 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Sunbelt Securities first reported a position in SPIB in Q3 2019 and has held it in 15 quarters since. The position peaked at $253K in Q4 2019. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Sunbelt Securities held 687 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $23K as of Q1 2026.
  • Sunbelt Securities bought 132 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $4.46K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1246 holding.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $253K in Q4 2019.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.