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

Twin Peaks 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	$28K	Buy	+834	New	+$28.2K	0.01%	596
2025 Q3	–	Sell	-1,018	Closed	-$34.2K	–	1829
2025 Q2	$34.2K	Buy	+1,018	New	+$33.7K	0.01%	435

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

Twin Peaks Wealth Advisors's SPIB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 834 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SPIB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SPIB in Q2 2025 and has held it in 2 quarters since. The position peaked at $34.2K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Twin Peaks Wealth Advisors held 834 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $28K as of Q1 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #596 holding.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $34.2K in Q2 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.