Verdence Capital Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Verdence Capital 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 Q2	$1.33M	Buy	39,672 +2,152	+6%	+$72K	0.07%	238
2026 Q1	$1.26M	Buy	37,520 +938	+3%	+$31.7K	0.07%	250
2025 Q4	$1.24M	Sell	36,582 -8	-0%	-$271	0.07%	249
2025 Q3	$1.25M	Buy	36,590 +3,497	+11%	+$118K	0.07%	265
2025 Q2	$1.11M	Sell	33,093 -4,921	-13%	-$163K	0.08%	249
2025 Q1	$1.26M	Sell	38,014 -31,182	-45%	-$1.03M	0.1%	216
2024 Q4	$2.27M	Sell	69,196 -27,902	-29%	-$924K	0.18%	136
2024 Q3	$3.27M	Buy	97,098 +12,556	+15%	+$417K	0.26%	100
2024 Q2	$2.75M	Buy	+84,542	New	+$2.74M	0.25%	103

Other funds holding SPIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Verdence Capital Advisors's SPIB Position: Q2 2026 in Review

Verdence Capital Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.7% in Q2 2026, buying an estimated $72K and bringing the position to 39,672 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #238.

Verdence Capital Advisors first reported a position in SPIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q3 2024. 287 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Verdence Capital Advisors held 39,672 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.33M as of Q2 2026.
Verdence Capital Advisors bought 2,152 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $72K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Verdence Capital Advisors's portfolio in Q2 2026, its #238 holding.
Verdence Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Verdence Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.27M in Q3 2024.
287 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.