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SPIB icon

TrueFG’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

TrueFG’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 		$18.7M Buy
560,200
+18,728
+3% +$627K 4.38% 8
2026
Q1 		$18.2M Buy
541,472
+32,441
+6% +$1.1M 4.81% 8
2025
Q4 		$17.2M Buy
509,031
+19,263
+4% +$652K 4.62% 8
2025
Q3 		$16.6M Buy
489,768
+23,954
+5% +$806K 4.59% 8
2025
Q2 		$15.6M Sell
465,814
-332
-0.1% -$11K 4.65% 8
2025
Q1 		$15.5M Buy
466,146
+5,959
+1% +$196K 5.1% 8
2024
Q4 		$15.1M Buy
460,187
+18,667
+4% +$618K 4.92% 8
2024
Q3 		$14.9M Buy
441,520
+44,134
+11% +$1.47M 4.86% 8
2024
Q2 		$12.9M Buy
397,386
+7,504
+2% +$243K 4.67% 8
2024
Q1 		$12.7M Buy
389,882
+13,392
+4% +$437K 4.67% 8
2023
Q4 		$12.4M Buy
376,490
+21,942
+6% +$697K 4.89% 8
2023
Q3 		$11.2M Buy
354,548
+15,251
+4% +$486K 4.82% 7
2023
Q2 		$10.9M Buy
339,297
+13,769
+4% +$445K 4.68% 8
2023
Q1 		$10.6M Buy
325,528
+7,678
+2% +$248K 4.77% 8
2022
Q4 		$10.1M Sell
317,850
-5,674
-2% -$179K 4.82% 8
2022
Q3 		$10.1M Buy
323,524
+1,978
+0.6% +$64.5K 5.37% 7
2022
Q2 		$10.5M Buy
321,546
+9,149
+3% +$302K 5.36% 7
2022
Q1 		$10.7M Buy
312,397
+10,343
+3% +$362K 4.84% 8
2021
Q4 		$10.9M Buy
302,054
+5,825
+2% +$211K 4.82% 8
2021
Q3 		$10.8M Buy
296,229
+30,904
+12% +$1.14M 4.87% 7
2021
Q2 		$9.74M Sell
265,325
-70,021
-21% -$2.56M 4.95% 7
2021
Q1 		$12.2M Buy
335,346
+37,269
+13% +$1.37M 6.62% 7
2020
Q4 		$11.1M Buy
298,077
+22,278
+8% +$822K 6.64% 7
2020
Q3 		$10.1M Buy
275,799
+14,034
+5% +$517K 7.05% 7
2020
Q2 		$9.56M Buy
261,765
+22,999
+10% +$818K 7.22% 7
2020
Q1 		$8.12M Sell
238,766
-29,881
-11% -$1.05M 7.34% 7
2019
Q4 		$9.49M Buy
+268,647
New +$9.47M 7.19% 7

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TrueFG's SPIB Position: Q2 2026 in Review

TrueFG increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.5% in Q2 2026, buying an estimated $627K and bringing the position to 560,200 shares worth $18.7M. The position accounts for 4.38% of the portfolio, ranked #8.

TrueFG first reported a position in SPIB in Q4 2019 and has held it in 27 quarters since. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • TrueFG held 560,200 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $18.7M as of Q2 2026.
  • TrueFG bought 18,728 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $627K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.38% of TrueFG's portfolio in Q2 2026, its #8 holding.
  • TrueFG first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.