TLFA
SPIB icon

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

True Link 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
Q2 		– Sell
-2,318
Closed -$77.7K – 349
2026
Q1 		$77.7K Sell
2,318
-54,661
-96% -$1.85M ﹤0.01% 173
2025
Q4 		$1.93M Sell
56,979
-879
-2% -$29.8K 0.12% 28
2025
Q3 		$1.96M Sell
57,858
-2,669
-4% -$89.8K 0.13% 27
2025
Q2 		$2.03M Sell
60,527
-3,327,203
-98% -$110M 0.14% 30
2025
Q1 		$113M Buy
3,387,730
+183,902
+6% +$6.06M 8.4% 5
2024
Q4 		$105M Buy
3,203,828
+891,252
+39% +$29.5M 8.81% 5
2024
Q3 		$78M Buy
2,312,576
+644,542
+39% +$21.4M 6.62% 5
2024
Q2 		$54.3M Buy
1,668,034
+73,049
+5% +$2.37M 5.04% 6
2024
Q1 		$52.1M Buy
1,594,985
+299,261
+23% +$9.76M 5% 6
2023
Q4 		$42.5M Buy
+1,295,724
New +$41.2M 4.6% 6

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

True Link Financial Advisors's SPIB Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 2,318 shares — an estimated $77.7K sold.

True Link Financial Advisors first reported a position in SPIB in Q4 2023 and held it in 10 quarters. The position peaked at $113M in Q1 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • True Link Financial Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 2,318 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $77.7K.
  • True Link Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • True Link Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $113M in Q1 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.