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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
Q2 		$8.03M Buy
240,113
+18,727
+8% +$627K 1.12% 25
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
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

Towercrest Capital Management's SPIB Position: Q2 2026 in Review

Towercrest Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.5% in Q2 2026, buying an estimated $627K and bringing the position to 240,113 shares worth $8.03M. The position accounts for 1.12% of the portfolio, ranked #25.

Towercrest Capital Management first reported a position in SPIB in Q1 2018 and has held it in 34 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Towercrest Capital Management held 240,113 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.03M as of Q2 2026.
  • Towercrest Capital Management bought 18,727 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $627K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.12% of Towercrest Capital Management's portfolio in Q2 2026, its #25 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 34 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.