Towercrest Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Towercrest Capital 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 Q1	$7.43M	Buy	221,386 +33,804	+18%	+$1.14M	1.16%	26
2025 Q4	$6.34M	Buy	187,582 +2,153	+1%	+$72.9K	1%	26
2025 Q3	$6.28M	Buy	185,429 +8,261	+5%	+$278K	1.01%	27
2025 Q2	$5.95M	Buy	177,168 +8,188	+5%	+$271K	1.06%	27
2025 Q1	$5.62M	Buy	168,980 +7,860	+5%	+$259K	1.07%	28
2024 Q4	$5.28M	Buy	161,120 +10,433	+7%	+$345K	0.85%	31
2024 Q3	$5.08M	Sell	150,687 -1,988	-1%	-$66.1K	0.82%	33
2024 Q2	$4.97M	Buy	152,675 +782	+0.5%	+$25.3K	0.82%	34
2024 Q1	$4.97M	Buy	151,893 +3,188	+2%	+$104K	0.84%	34
2023 Q4	$4.88M	Sell	148,705 -5,026	-3%	-$160K	0.87%	31
2023 Q3	$4.83M	Buy	153,731 +9,587	+7%	+$305K	0.94%	31
2023 Q2	$4.63M	Buy	144,144 +3,188	+2%	+$103K	0.86%	32
2023 Q1	$4.58M	Sell	140,956 -52,113	-27%	-$1.68M	0.95%	32
2022 Q4	$6.15M	Buy	193,069 +12,472	+7%	+$394K	1.36%	30
2022 Q3	$5.66M	Sell	180,597 -8,204	-4%	-$267K	1.32%	30
2022 Q2	$6.16M	Sell	188,801 -8,344	-4%	-$276K	1.38%	31
2022 Q1	$6.73M	Buy	197,145 +911	+0.5%	+$31.9K	1.31%	31
2021 Q4	$7.09M	Sell	196,234 -2,415	-1%	-$87.5K	1.3%	31
2021 Q3	$7.25M	Buy	198,649 +5,095	+3%	+$187K	1.37%	31
2021 Q2	$7.1M	Sell	193,554 -4,007	-2%	-$146K	1.38%	31
2021 Q1	$7.16M	Buy	197,561 +6,724	+4%	+$247K	1.53%	29
2020 Q4	$7.09M	Sell	190,837 -5,403	-3%	-$199K	1.59%	28
2020 Q3	$7.21M	Buy	196,240 +29,317	+18%	+$1.08M	1.77%	25
2020 Q2	$6.1M	Buy	166,923 +25,104	+18%	+$893K	1.59%	26
2020 Q1	$4.82M	Buy	141,819 +24,407	+21%	+$856K	1.45%	25
2019 Q4	$4.15M	Buy	117,412 +539	+0.5%	+$19K	1.06%	30
2019 Q3	$4.12M	Sell	116,873 -21,748	-16%	-$763K	1.14%	29
2019 Q2	$4.84M	Sell	138,621 -12,313	-8%	-$422K	1.37%	29
2019 Q1	$5.16M	Sell	150,934 -635	-0.4%	-$21.3K	1.49%	28
2018 Q4	$5.01M	Buy	151,569 +72,309	+91%	+$2.38M	1.61%	27
2018 Q3	$2.64M	Sell	79,260 -730	-0.9%	-$24.3K	0.78%	35
2018 Q2	$2.66M	Buy	79,990 +57,985	+264%	+$1.93M	0.84%	35
2018 Q1	$738K	Buy	+22,005	New	+$742K	0.51%	24

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

Towercrest Capital Management's SPIB Position: Q1 2026 in Review

Towercrest Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q1 2026, buying an estimated $1.14M and bringing the position to 221,386 shares worth $7.43M. The position accounts for 1.16% of the portfolio, ranked #26.

Towercrest Capital Management first reported a position in SPIB in Q1 2018 and has held it in 33 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Towercrest Capital Management held 221,386 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.43M as of Q1 2026.
Towercrest Capital Management bought 33,804 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.14M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.16% of Towercrest Capital Management's portfolio in Q1 2026, its #26 holding.
Towercrest Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 33 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 Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.