Tilia Fiduciary Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Tilia Fiduciary Partners’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 Q1	$955K	Buy	28,460 +1,149	+4%	+$38.8K	0.52%	54
2025 Q4	$923K	Buy	27,311 +15,242	+126%	+$516K	0.51%	57
2025 Q3	$409K	Buy	+12,069	New	+$406K	0.24%	81
2023 Q3	–	Sell	-154	Closed	-$4.94K	–	430
2023 Q2	$4.94K	Buy	154 +1	+0.7%	+$32	﹤0.01%	434
2023 Q1	$4.96K	Sell	153 -147	-49%	-$4.74K	﹤0.01%	424
2022 Q4	$9.56K	Buy	300 +2	+0.7%	+$63	0.01%	363
2022 Q3	$9K	Hold	298	–	–	0.01%	384
2022 Q2	$10K	Buy	298 +2	+0.7%	+$66	0.01%	386
2022 Q1	$10K	Buy	296 +6	+2%	+$210	0.01%	397
2021 Q4	$10K	Buy	+290	New	+$10.5K	0.01%	412

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tilia Fiduciary Partners's SPIB Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.2% in Q1 2026, buying an estimated $38.8K and bringing the position to 28,460 shares worth $955K. The position accounts for 0.52% of the portfolio, ranked #54.

Tilia Fiduciary Partners first reported a position in SPIB in Q4 2021 and has held it in 10 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Tilia Fiduciary Partners held 28,460 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $955K as of Q1 2026.
Tilia Fiduciary Partners bought 1,149 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $38.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.52% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #54 holding.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.