Verus Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Verus Wealth Management’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	$2.2M	Sell	65,466 -1,615	-2%	-$54.6K	2.04%	15
2025 Q4	$2.27M	Buy	67,081 +12,368	+23%	+$419K	2.11%	15
2025 Q3	$1.85M	Buy	54,713 +12,775	+30%	+$430K	1.73%	14
2025 Q2	$1.41M	Buy	41,938 +955	+2%	+$31.6K	1.42%	20
2025 Q1	$1.36M	Buy	40,983 +6,065	+17%	+$200K	1.49%	18
2024 Q4	$1.14M	Buy	+34,918	New	+$1.16M	1.28%	23

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

Verus Wealth Management's SPIB Position: Q1 2026 in Review

Verus Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.4% in Q1 2026, selling an estimated $54.6K and leaving 65,466 shares worth $2.2M. The position accounts for 2.04% of the portfolio, ranked #15.

Verus Wealth Management first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.27M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Verus Wealth Management held 65,466 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.2M as of Q1 2026.
Verus Wealth Management sold 1,615 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $54.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.04% of Verus Wealth Management's portfolio in Q1 2026, its #15 holding.
Verus Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Verus Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.27M in Q4 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Verus Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.