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

Trek Financial’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 		$210K Buy
6,275
+48
+0.8% +$1.61K 0.01% 484
2026
Q1 		$209K Sell
6,227
-774
-11% -$26.2K 0.01% 447
2025
Q4 		$237K Buy
7,001
+909
+15% +$30.8K 0.01% 397
2025
Q3 		$206K Buy
6,092
+67
+1% +$2.25K 0.01% 415
2025
Q2 		$202K Sell
6,025
-817
-12% -$27K 0.01% 402
2025
Q1 		$227K Buy
6,842
+45
+0.7% +$1.48K 0.02% 358
2024
Q4 		$223K Buy
+6,797
New +$225K 0.02% 383

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

Trek Financial's SPIB Position: Q2 2026 in Review

Trek Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.77% in Q2 2026, buying an estimated $1.61K and bringing the position to 6,275 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #484.

Trek Financial first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $237K in Q4 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Trek Financial held 6,275 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $210K as of Q2 2026.
  • Trek Financial bought 48 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.61K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Trek Financial's portfolio in Q2 2026, its #484 holding.
  • Trek Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Trek Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $237K in Q4 2025.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.