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SPIB icon

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

Tidemark’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 		$207K Sell
6,173
-585
-9% -$19.6K 0.05% 154
2026
Q1 		$227K Buy
6,758
+4,553
+206% +$154K 0.06% 132
2025
Q4 		$74.6K Sell
2,205
-39
-2% -$1.32K 0.02% 203
2025
Q3 		$76K Hold
2,244
– – 0.02% 203
2025
Q2 		$75.4K Sell
2,244
-73
-3% -$2.42K 0.02% 199
2025
Q1 		$77K Sell
2,317
-4,270
-65% -$141K 0.03% 193
2024
Q4 		$216K Sell
6,587
-256
-4% -$8.47K 0.08% 105
2024
Q3 		$231K Sell
6,843
-1,025
-13% -$34.1K 0.09% 99
2024
Q2 		$256K Sell
7,868
-13,096
-62% -$424K 0.12% 94
2024
Q1 		$685K Buy
20,964
+2,820
+16% +$92K 0.38% 53
2023
Q4 		$596K Buy
+18,144
New +$577K 0.37% 51

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

Tidemark's SPIB Position: Q2 2026 in Review

Tidemark reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.7% in Q2 2026, selling an estimated $19.6K and leaving 6,173 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #154.

Tidemark first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q1 2024. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Tidemark held 6,173 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $207K as of Q2 2026.
  • Tidemark sold 585 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $19.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Tidemark's portfolio in Q2 2026, its #154 holding.
  • Tidemark first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $685K in Q1 2024.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.