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

UBS Group’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	$46.3M	Buy	1,384,957 +4,077	+0.3%	+$136K	0.01%	1816
2026 Q1	$46.3M	Buy	1,380,880 +46,853	+4%	+$1.58M	0.01%	1719
2025 Q4	$45.1M	Buy	1,334,027 +15,970	+1%	+$541K	0.01%	1719
2025 Q3	$44.7M	Buy	1,318,057 +53,201	+4%	+$1.79M	0.01%	1748
2025 Q2	$42.5M	Buy	1,264,856 +109,978	+10%	+$3.64M	0.01%	1660
2025 Q1	$38.4M	Buy	1,154,878 +19,465	+2%	+$642K	0.01%	1717
2024 Q4	$37.2M	Buy	1,135,413 +38,114	+3%	+$1.26M	0.01%	1722
2024 Q3	$37M	Buy	1,097,299 +47,600	+5%	+$1.58M	0.01%	1372
2024 Q2	$34.2M	Buy	1,049,699 +24,369	+2%	+$789K	0.01%	1296
2024 Q1	$33.5M	Buy	1,025,330 +63,492	+7%	+$2.07M	0.01%	1313
2023 Q4	$31.6M	Sell	961,838 -73,797	-7%	-$2.35M	0.01%	1272
2023 Q3	$32.6M	Buy	1,035,635 +507,541	+96%	+$16.2M	0.01%	1118
2023 Q2	$17M	Buy	528,094 +40,270	+8%	+$1.3M	0.01%	1569
2023 Q1	$15.8M	Sell	487,824 -61,169	-11%	-$1.97M	0.01%	1562
2022 Q4	$17.5M	Buy	548,993 +143,653	+35%	+$4.54M	0.01%	1510
2022 Q3	$12.7M	Buy	405,340 +12,021	+3%	+$392K	0.01%	1598
2022 Q2	$12.8M	Buy	393,319 +2,953	+0.8%	+$97.6K	0.01%	1631
2022 Q1	$13.3M	Sell	390,366 -56,724	-13%	-$1.99M	﹤0.01%	1722
2021 Q4	$16.2M	Sell	447,090 -509,963	-53%	-$18.5M	﹤0.01%	1734
2021 Q3	$35M	Sell	957,053 -44,108	-4%	-$1.62M	0.01%	1081
2021 Q2	$36.7M	Buy	1,001,161 +47,954	+5%	+$1.75M	0.01%	1038
2021 Q1	$34.6M	Buy	953,207 +123,505	+15%	+$4.53M	0.01%	1067
2020 Q4	$30.8M	Buy	829,702 +30,011	+4%	+$1.11M	0.01%	1068
2020 Q3	$29.4M	Buy	799,691 +55,042	+7%	+$2.03M	0.01%	938
2020 Q2	$27.2M	Buy	744,649 +28,138	+4%	+$1M	0.01%	910
2020 Q1	$24.4M	Sell	716,511 -98,861	-12%	-$3.47M	0.01%	880
2019 Q4	$28.8M	Sell	815,372 -58,474	-7%	-$2.06M	0.01%	1124
2019 Q3	$30.8M	Sell	873,846 -7,599,558	-90%	-$267M	0.01%	958
2019 Q2	$296M	Buy	8,473,404 +461,198	+6%	+$15.8M	0.11%	178
2019 Q1	$274M	Buy	8,012,206 +561,821	+8%	+$18.9M	0.11%	187
2018 Q4	$246M	Sell	7,450,385 -451,168	-6%	-$14.9M	0.11%	190
2018 Q3	$263M	Buy	7,901,553 +774,158	+11%	+$25.8M	0.1%	196
2018 Q2	$237M	Buy	7,127,395 +395,967	+6%	+$13.2M	0.1%	208
2018 Q1	$226M	Buy	6,731,428 +135,657	+2%	+$4.58M	0.1%	222
2017 Q4	$226M	Sell	6,595,771 -127,084	-2%	-$4.37M	0.09%	231
2017 Q3	$232M	Buy	6,722,855 +114,979	+2%	+$3.97M	0.11%	199
2017 Q2	$227M	Buy	6,607,876 +842,988	+15%	+$29M	0.12%	190
2017 Q1	$197M	Sell	5,764,888 -234,607	-4%	-$7.98M	0.11%	214
2016 Q4	$203M	Buy	5,999,495 +136,964	+2%	+$4.69M	0.11%	201
2016 Q3	$205M	Buy	5,862,531 +46,004	+0.8%	+$1.6M	0.12%	189
2016 Q2	$203M	Buy	5,816,527 +158,182	+3%	+$5.45M	0.13%	178
2016 Q1	$194M	Buy	5,658,345 +606,974	+12%	+$20.5M	0.13%	173
2015 Q4	$169M	Buy	5,051,371 +1,383,544	+38%	+$46.8M	0.11%	200
2015 Q3	$125M	Buy	3,667,827 +159,358	+5%	+$5.4M	0.09%	237
2015 Q2	$119M	Buy	3,508,469 +74,748	+2%	+$2.56M	0.08%	270
2015 Q1	$119M	Buy	3,433,721 +425,554	+14%	+$14.7M	0.08%	253
2014 Q4	$103M	Buy	+3,008,167	New	+$103M	0.07%	288

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

UBS Group's SPIB Position: Q2 2026 in Review

UBS Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.3% in Q2 2026, buying an estimated $136K and bringing the position to 1,384,957 shares worth $46.3M. The position accounts for 0.01% of the portfolio, ranked #1816.

UBS Group first reported a position in SPIB in Q4 2014 and has held it in 47 quarters since. The position peaked at $296M in Q2 2019. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

UBS Group held 1,384,957 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $46.3M as of Q2 2026.
UBS Group bought 4,077 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $136K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1816 holding.
UBS Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $296M in Q2 2019.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.