TRUE Private Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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 Q3	$1.64M	Sell	50,752 -920	-2%	-$30.4K	0.14%	94
2026 Q2	$1.73M	Buy	51,672 +1,899	+4%	+$63.6K	0.15%	95
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 $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

TRUE Private Wealth Advisors's SPIB Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 1.8% in Q3 2026, selling an estimated $30.4K and leaving 50,752 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #94.

TRUE Private Wealth Advisors first reported a position in SPIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q2 2026. 343 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

TRUE Private Wealth Advisors held 50,752 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1.64M as of Q3 2026.
TRUE Private Wealth Advisors sold 920 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $30.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.14% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #94 holding.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
TRUE Private Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $1.73M in Q2 2026.
343 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.