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Transamerica Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Transamerica Financial Advisors’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 		$726 Sell
21
-1
-5% -$34 ﹤0.01% 1407
2025
Q4 		$732 Hold
22
– – ﹤0.01% 1287
2025
Q3 		$734 Sell
22
-25,549
-100% -$860K ﹤0.01% 1225
2025
Q2 		$859K Buy
25,571
+9,196
+56% +$304K 0.08% 172
2025
Q1 		$545K Buy
16,375
+16,353
+74,332% +$539K 0.06% 190
2024
Q4 		$1K Hold
22
– – ﹤0.01% 541
2024
Q3 		$1K Hold
22
– – ﹤0.01% 544
2024
Q2 		$1K Hold
22
– – ﹤0.01% 519
2024
Q1 		$1K Hold
22
– – ﹤0.01% 564
2023
Q4 		$1K Sell
22
-4
-15% -$127 ﹤0.01% 578
2023
Q3 		$1K Sell
26
-41
-61% -$1.31K ﹤0.01% 599
2023
Q2 		$3K Hold
67
– – ﹤0.01% 351
2023
Q1 		$3K Sell
67
-12
-15% -$387 ﹤0.01% 351
2022
Q4 		$3K Sell
79
-111
-58% -$3.51K ﹤0.01% 368
2022
Q3 		$6K Buy
190
+162
+579% +$5.28K ﹤0.01% 336
2022
Q2 		$1K Buy
28
+20
+250% +$661 ﹤0.01% 607
2022
Q1 		$1K Hold
8
– – 0.04% 100
2021
Q4 		$1K Hold
8
– – 0.03% 109
2021
Q3 		$1K Hold
8
– – 0.03% 108
2021
Q2 		$1K Hold
8
– – 0.02% 185
2021
Q1 		$1K Hold
8
– – 0.02% 184
2020
Q4 		$1K Hold
8
– – 0.02% 176
2020
Q3 		$1K Sell
8
-11,229
-100% -$413K 0.02% 174
2020
Q2 		$411K Buy
11,237
+11,229
+140,363% +$399K 0.09% 113
2020
Q1 		$1K Sell
8
-1,344
-99% -$47.1K 0.02% 111
2019
Q4 		$48K Sell
1,352
-113
-8% -$3.98K 0.67% 31
2019
Q3 		$52K Sell
1,465
-39,541
-96% -$1.39M 0.66% 33
2019
Q2 		$1.43M Buy
41,006
+39,478
+2,584% +$1.35M 0.31% 74
2019
Q1 		$53K Sell
1,528
-38,547
-96% -$1.29M 0.31% 35
2018
Q4 		$1.32M Buy
40,075
+39,430
+6,113% +$1.3M 0.34% 66
2018
Q3 		$22K Sell
645
-38,775
-98% -$1.29M ﹤0.01% 263
2018
Q2 		$1.31M Sell
39,420
-9,477
-19% -$315K 0.29% 80
2018
Q1 		$1.64M Sell
48,897
-1,967
-4% -$66.4K 0.24% 111
2017
Q4 		$1.74M Sell
50,864
-12,502
-20% -$430K 0.23% 120
2017
Q3 		$2.19M Sell
63,366
-56,931
-47% -$1.97M 0.27% 107
2017
Q2 		$4.14M Sell
120,297
-6,614
-5% -$227K 0.56% 60
2017
Q1 		$4.33M Sell
126,911
-16,835
-12% -$573K 0.52% 64
2016
Q4 		$4.88M Buy
143,746
+57,078
+66% +$1.96M 0.58% 59
2016
Q3 		$3.03M Buy
86,668
+12,245
+16% +$427K 0.33% 88
2016
Q2 		$2.6M Sell
74,423
-588,061
-89% -$20.2M 0.26% 101
2016
Q1 		$22.7M Buy
662,484
+313,786
+90% +$10.6M 1.92% 12
2015
Q4 		$11.7M Sell
348,698
-12,911
-4% -$437K 0.86% 27
2015
Q3 		$12.3M Buy
361,609
+117,082
+48% +$3.97M 0.99% 25
2015
Q2 		$8.31M Buy
+244,527
New +$8.39M 0.6% 31

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transamerica Financial Advisors's SPIB Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.5% in Q1 2026, selling an estimated $34 and leaving 21 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Transamerica Financial Advisors first reported a position in SPIB in Q2 2015 and has held it in 44 quarters since. The position peaked at $22.7M in Q1 2016. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Transamerica Financial Advisors held 21 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $726 as of Q1 2026.
  • Transamerica Financial Advisors sold 1 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share in Q1 2026, an estimated $34.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1407 holding.
  • Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Transamerica Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $22.7M in Q1 2016.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.