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

SWS 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	$540K	Buy	16,140 +3	+0%	+$100	0.12%	93
2026 Q1	$541K	Buy	16,137 +1,127	+8%	+$38.1K	0.13%	98
2025 Q4	$507K	Sell	15,010 -757	-5%	-$25.6K	0.12%	104
2025 Q3	$534K	Sell	15,767 -776	-5%	-$26.1K	0.13%	107
2025 Q2	$556K	Sell	16,543 -135	-0.8%	-$4.47K	0.15%	105
2025 Q1	$554K	Sell	16,678 -9,627	-37%	-$317K	0.18%	95
2024 Q4	$862K	Sell	26,305 -90,279	-77%	-$2.99M	0.26%	95
2024 Q3	$3.93M	Buy	116,584 +1,105	+1%	+$36.7K	1.25%	16
2024 Q2	$3.76M	Buy	115,479 +40	+0%	+$1.3K	1.12%	26
2024 Q1	$3.77M	Buy	115,439 +3,354	+3%	+$109K	1.13%	27
2023 Q4	$3.68M	Buy	112,085 +12,977	+13%	+$412K	1.2%	22
2023 Q3	$3.12M	Buy	99,108 +2,179	+2%	+$69.4K	1.15%	26
2023 Q2	$3.11M	Sell	96,929 -35	-0%	-$1.13K	1.12%	23
2023 Q1	$3.15M	Sell	96,964 -2,546	-3%	-$82.1K	1.17%	19
2022 Q4	$3.17M	Buy	99,510 +851	+0.9%	+$26.9K	1.5%	12
2022 Q3	$3.09M	Buy	+98,659	New	+$3.22M	1.43%	11
2021 Q1	–	Sell	-74,742	Closed	-$2.78M	–	112
2020 Q4	$2.78M	Buy	74,742 +7,471	+11%	+$276K	1.24%	17
2020 Q3	$2.47M	Buy	+67,271	New	+$2.48M	1.24%	20
2020 Q2	–	Sell	-65,937	Closed	-$2.24M	–	109
2020 Q1	$2.24M	Buy	+65,937	New	+$2.31M	1.6%	18
2019 Q3	$2.32M	Buy	65,954 +3,462	+6%	+$121K	1.37%	18
2019 Q2	$2.18M	Buy	+62,492	New	+$2.14M	1.39%	15
2018 Q4	$2.16M	Buy	65,278 +3,441	+6%	+$113K	1.63%	13
2018 Q3	$2.06M	Buy	61,837 +187	+0.3%	+$6.23K	1.31%	34
2018 Q2	$2.05M	Buy	61,650 +6,781	+12%	+$226K	1.44%	19
2018 Q1	$1.84M	Buy	54,869 +9,097	+20%	+$307K	1.35%	20
2017 Q4	$1.57M	Buy	+45,772	New	+$1.57M	1.18%	37

Other funds holding SPIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

SWS Partners's SPIB Position: Q2 2026 in Review

SWS Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.02% in Q2 2026, buying an estimated $100 and bringing the position to 16,140 shares worth $540K. The position accounts for 0.12% of the portfolio, ranked #93.

SWS Partners first reported a position in SPIB in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.93M in Q3 2024. 332 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

SWS Partners held 16,140 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $540K as of Q2 2026.
SWS Partners bought 3 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $100.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.12% of SWS Partners's portfolio in Q2 2026, its #93 holding.
SWS Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
SWS Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.93M in Q3 2024.
332 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.