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

Symphony 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 		$17.3M Buy
515,982
+40,039
+8% +$1.34M 1.89% 12
2026
Q1 		$15.9M Buy
475,943
+24,786
+5% +$838K 2.11% 10
2025
Q4 		$15.3M Sell
451,157
-79,350
-15% -$2.69M 2.05% 11
2025
Q3 		$18M Buy
530,507
+63,591
+14% +$2.14M 2.19% 10
2025
Q2 		$16.4M Buy
466,916
+405,576
+661% +$13.4M 2.15% 11
2025
Q1 		$2.03M Buy
61,340
+28,312
+86% +$933K 1.2% 18
2024
Q4 		$1.08M Buy
+33,028
New +$1.09M 0.17% 98

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

Symphony Financial's SPIB Position: Q2 2026 in Review

Symphony Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.4% in Q2 2026, buying an estimated $1.34M and bringing the position to 515,982 shares worth $17.3M. The position accounts for 1.89% of the portfolio, ranked #12.

Symphony Financial first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q3 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Symphony Financial held 515,982 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $17.3M as of Q2 2026.
  • Symphony Financial bought 40,039 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.34M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.89% of Symphony Financial's portfolio in Q2 2026, its #12 holding.
  • Symphony Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Symphony Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $18M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.