TRUE Private Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TRUE Private Wealth 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	$1.67M	Sell	49,773 -985	-2%	-$33.3K	0.16%	86
2025 Q4	$1.72M	Buy	50,758 +3,836	+8%	+$130K	0.17%	82
2025 Q3	$1.59M	Buy	46,922 +3,200	+7%	+$108K	0.16%	88
2025 Q2	$1.47M	Buy	43,722 +6,947	+19%	+$230K	0.17%	92
2025 Q1	$1.22M	Buy	36,775 +11,640	+46%	+$384K	0.15%	87
2024 Q4	$823K	Buy	+25,135	New	+$832K	0.1%	104

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRUE Private Wealth Advisors's SPIB Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.9% in Q1 2026, selling an estimated $33.3K and leaving 49,773 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #86.

TRUE Private Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

TRUE Private Wealth Advisors held 49,773 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.67M as of Q1 2026.
TRUE Private Wealth Advisors sold 985 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $33.3K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #86 holding.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
TRUE Private Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.72M in Q4 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.