TCV Trust & Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	$54.4M	Buy	1,685,935 +61,050	+4%	+$2.01M	4.21%	3
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

TCV Trust & Wealth Management's SPIB Position: Q3 2026 in Review

TCV Trust & Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 3.8% in Q3 2026, buying an estimated $2.01M and bringing the position to 1,685,935 shares worth $54.4M. The position accounts for 4.21% of the portfolio, ranked #3.

TCV Trust & Wealth Management first reported a position in SPIB in Q4 2022 and has held it in 16 quarters since. 318 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

TCV Trust & Wealth Management held 1,685,935 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $54.4M as of Q3 2026.
TCV Trust & Wealth Management bought 61,050 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $2.01M.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 4.21% of TCV Trust & Wealth Management's portfolio in Q3 2026, its #3 holding.
TCV Trust & Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2022 and has held it in 16 quarters since.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.