TCV Trust & Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TCV Trust & Wealth Management’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	$54.4M	Buy	1,624,885 +61,434	+4%	+$2.06M	4.12%	2
2026 Q1	$52.4M	Buy	1,563,451 +62,381	+4%	+$2.11M	4.39%	2
2025 Q4	$50.8M	Buy	1,501,070 +95,729	+7%	+$3.24M	4.1%	3
2025 Q3	$47.6M	Buy	1,405,341 +82,736	+6%	+$2.78M	3.99%	3
2025 Q2	$44.4M	Buy	1,322,605 +51,589	+4%	+$1.71M	3.88%	3
2025 Q1	$42.2M	Buy	1,271,016 +62,803	+5%	+$2.07M	3.91%	2
2024 Q4	$39.6M	Buy	1,208,213 +47,966	+4%	+$1.59M	3.66%	6
2024 Q3	$39.1M	Buy	1,160,247 +47,042	+4%	+$1.56M	3.5%	5
2024 Q2	$36.2M	Buy	1,113,205 +36,475	+3%	+$1.18M	3.46%	5
2024 Q1	$35.2M	Buy	1,076,730 +13,892	+1%	+$453K	3.37%	4
2023 Q4	$34.9M	Buy	1,062,838 +32,256	+3%	+$1.03M	3.52%	4
2023 Q3	$32.4M	Buy	1,030,582 +27,520	+3%	+$876K	3.57%	5
2023 Q2	$32.2M	Buy	1,003,062 +23,700	+2%	+$765K	3.43%	6
2023 Q1	$31.8M	Buy	979,362 +101,870	+12%	+$3.29M	3.53%	5
2022 Q4	$27.9M	Buy	+877,492	New	+$27.7M	3.17%	5

Other funds holding SPIB

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

TCV Trust & Wealth Management's SPIB Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.9% in Q2 2026, buying an estimated $2.06M and bringing the position to 1,624,885 shares worth $54.4M. The position accounts for 4.12% of the portfolio, ranked #2.

TCV Trust & Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

TCV Trust & Wealth Management held 1,624,885 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $54.4M as of Q2 2026.
TCV Trust & Wealth Management bought 61,434 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.06M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.12% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #2 holding.
TCV Trust & Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.