Valtinson Bruner Financial Planning’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Valtinson Bruner Financial Planning’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	$376K	Buy	11,220 +1,562	+16%	+$52.8K	0.1%	103
2025 Q4	$327K	Buy	9,658 +1,722	+22%	+$58.3K	0.09%	111
2025 Q3	$269K	Buy	7,936 +362	+5%	+$12.2K	0.08%	128
2025 Q2	$254K	Buy	+7,574	New	+$251K	0.08%	127
2023 Q1	–	Sell	-21,460	Closed	-$702K	–	114
2022 Q4	$702K	Sell	21,460 -67,189	-76%	-$2.12M	0.41%	59
2022 Q3	$2.78M	Sell	88,649 -831	-0.9%	-$27.1K	1.71%	19
2022 Q2	$2.92M	Sell	89,480 -2,215	-2%	-$73.2K	1.78%	16
2022 Q1	$3.07M	Buy	91,695 +8,096	+10%	+$283K	1.76%	18
2021 Q4	$3.02M	Sell	83,599 -1,623	-2%	-$58.8K	1.66%	19
2021 Q3	$3.09M	Buy	85,222 +1,816	+2%	+$66.8K	1.7%	22
2021 Q2	$3.08M	Buy	83,406 +4,292	+5%	+$157K	1.76%	22
2021 Q1	$2.88M	Sell	79,114 -3,156	-4%	-$116K	1.7%	24
2020 Q4	$3.04M	Buy	+82,270	New	+$3.04M	1.91%	19

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

Valtinson Bruner Financial Planning's SPIB Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q1 2026, buying an estimated $52.8K and bringing the position to 11,220 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #103.

Valtinson Bruner Financial Planning first reported a position in SPIB in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.09M in Q3 2021. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Valtinson Bruner Financial Planning held 11,220 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $376K as of Q1 2026.
Valtinson Bruner Financial Planning bought 1,562 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $52.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #103 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Valtinson Bruner Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.09M in Q3 2021.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.