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 Q3	$19.4M	Buy	600,040 +39,840	+7%	+$1.31M	4.5%	8
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	$9.7M	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	$9.6M	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

TrueFG's SPIB Position: Q3 2026 in Review

TrueFG increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.1% in Q3 2026, buying an estimated $1.31M and bringing the position to 600,040 shares worth $19.4M. The position accounts for 4.5% of the portfolio, ranked #8.

TrueFG first reported a position in SPIB in Q4 2019 and has held it in 28 quarters since. 97 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

TrueFG held 600,040 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19.4M as of Q3 2026.
TrueFG bought 39,840 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $1.31M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 4.5% of TrueFG's portfolio in Q3 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 28 quarters since.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.