Valued Retirements
SPIB icon

Valued Retirements’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Valued Retirements’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
Q3 		$241K Buy
+7,478
New +$247K 0.21% 89

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
Dodds Wealth
Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Valued Retirements's SPIB Position: Q3 2026 in Review

Valued Retirements opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q3 2026: 7,478 shares worth $241K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings.

346 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Valued Retirements held 7,478 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $241K as of Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF was a new Valued Retirements position in Q3 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.21% of Valued Retirements's portfolio in Q3 2026, its #89 holding.
  • 346 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Valued Retirements's 13F filing for Q3 2026, filed 6 Nov 2026.