Three Arch Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Three Arch 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	$16M	Buy	479,301 +88,121	+23%	+$2.95M	2.46%	16
2026 Q1	$13.1M	Buy	391,180 +29,573	+8%	+$999K	2.36%	17
2025 Q4	$12.2M	Buy	+361,607	New	+$12.2M	2.29%	17

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Three Arch Wealth Management's SPIB Position: Q2 2026 in Review

Three Arch Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 23% in Q2 2026, buying an estimated $2.95M and bringing the position to 479,301 shares worth $16M. The position accounts for 2.46% of the portfolio, ranked #16.

Three Arch Wealth Management first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Three Arch Wealth Management held 479,301 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16M as of Q2 2026.
Three Arch Wealth Management bought 88,121 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.95M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.46% of Three Arch Wealth Management's portfolio in Q2 2026, its #16 holding.
Three Arch Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.