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

Tradewinds 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	$68.8K	Hold	2,057	–	–	0.01%	181
2026 Q1	$69K	Hold	2,057	–	–	0.01%	186
2025 Q4	$69.5K	Hold	2,057	–	–	0.01%	184
2025 Q3	$69.7K	Hold	2,057	–	–	0.02%	175
2025 Q2	$69.1K	Hold	2,057	–	–	0.02%	165
2025 Q1	$68.4K	Hold	2,057	–	–	0.02%	169
2024 Q4	$67.4K	Buy	+2,057	New	+$68.1K	0.02%	180
2020 Q2	–	Sell	-146	Closed	-$5K	–	711
2020 Q1	$5K	Buy	+146	New	+$5.12K	﹤0.01%	456
2019 Q1	–	Sell	-196	Closed	-$6K	–	648
2018 Q4	$6K	Buy	+196	New	+$6.46K	﹤0.01%	455
2018 Q1	–	Sell	-12	Closed	–	–	709
2017 Q4	$0	Buy	+12	New	+$412	﹤0.01%	733

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

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

Tradewinds Capital Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 2,057 shares worth $68.8K. The position accounts for 0.01% of the portfolio, ranked #181.

Tradewinds Capital Management first reported a position in SPIB in Q4 2017 and has held it in 10 quarters since. The position peaked at $69.7K in Q3 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Tradewinds Capital Management held 2,057 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $68.8K as of Q2 2026.
Tradewinds Capital Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #181 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 10 quarters since.
Tradewinds Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $69.7K in Q3 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.