Union Bancaire Privee’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Union Bancaire Privee’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	$13.9M	Buy	415,552 +19,500	+5%	+$653K	0.15%	96
2026 Q1	$13.2M	Buy	396,052 +28,216	+8%	+$953K	0.18%	90
2025 Q4	$12.5M	Buy	367,836 +4,287	+1%	+$145K	0.15%	108
2025 Q3	$12.3M	Hold	363,549	–	–	0.17%	84
2025 Q2	$12.2M	Hold	363,549	–	–	0.18%	81
2025 Q1	$12.1M	Hold	363,549	–	–	0.23%	56
2024 Q4	$11.9M	Buy	+363,549	New	+$12M	0.21%	65

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

Union Bancaire Privee's SPIB Position: Q2 2026 in Review

Union Bancaire Privee increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.9% in Q2 2026, buying an estimated $653K and bringing the position to 415,552 shares worth $13.9M. The position accounts for 0.15% of the portfolio, ranked #96.

Union Bancaire Privee first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Union Bancaire Privee held 415,552 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $13.9M as of Q2 2026.
Union Bancaire Privee bought 19,500 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $653K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.15% of Union Bancaire Privee's portfolio in Q2 2026, its #96 holding.
Union Bancaire Privee first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.