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

TrueWealth 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	$1.59M	Sell	47,372 -78	-0.2%	-$2.61K	0.36%	47
2026 Q1	$1.59M	Sell	47,450 -5,482	-10%	-$185K	0.4%	41
2025 Q4	$1.79M	Sell	52,932 -4,842	-8%	-$164K	0.46%	42
2025 Q3	$1.96M	Buy	57,774 +886	+2%	+$29.8K	0.53%	40
2025 Q2	$1.91M	Sell	56,888 -10,723	-16%	-$355K	0.57%	36
2025 Q1	$2.25M	Sell	67,611 -7,867	-10%	-$259K	0.74%	29
2024 Q4	$2.47M	Sell	75,478 -3,399	-4%	-$113K	0.83%	24
2024 Q3	$2.66M	Buy	78,877 +583	+0.7%	+$19.4K	0.89%	26
2024 Q2	$2.55M	Sell	78,294 -3,875	-5%	-$126K	0.94%	24
2024 Q1	$2.69M	Sell	82,169 -9,519	-10%	-$311K	1.04%	22
2023 Q4	$3.01M	Sell	91,688 -6,092	-6%	-$194K	1.17%	16
2023 Q3	$3.08M	Buy	97,780 +4,707	+5%	+$150K	1.3%	17
2023 Q2	$2.99M	Buy	93,073 +21,668	+30%	+$700K	1.23%	20
2023 Q1	$2.32M	Buy	71,405 +18,327	+35%	+$591K	0.97%	22
2022 Q4	$1.69M	Buy	53,078 +15,415	+41%	+$487K	0.74%	27
2022 Q3	$1.18M	Buy	37,663 +30,986	+464%	+$1.01M	0.56%	36
2022 Q2	$218K	Buy	+6,677	New	+$221K	0.1%	152

Other funds holding SPIB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

TrueWealth Advisors's SPIB Position: Q2 2026 in Review

TrueWealth Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.16% in Q2 2026, selling an estimated $2.61K and leaving 47,372 shares worth $1.59M. The position accounts for 0.36% of the portfolio, ranked #47.

TrueWealth Advisors first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.08M in Q3 2023. 263 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

TrueWealth Advisors held 47,372 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.59M as of Q2 2026.
TrueWealth Advisors sold 78 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.61K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.36% of TrueWealth Advisors's portfolio in Q2 2026, its #47 holding.
TrueWealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
TrueWealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.08M in Q3 2023.
263 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.