Vise Technologies’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Vise Technologies’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	$2.04M	Buy	60,835 +8,469	+16%	+$283K	0.02%	533
2026 Q1	$1.77M	Hold	52,366	–	–	0.03%	407
2025 Q4	$1.77M	Sell	52,366 -12,310	-19%	-$417K	0.03%	408
2025 Q3	$2.08M	Buy	64,676 +14,398	+29%	+$484K	0.08%	246
2025 Q2	$1.69M	Buy	+50,278	New	+$1.66M	0.07%	305
2024 Q4	$1.49M	Sell	45,423 -3,691	-8%	-$122K	0.12%	175
2024 Q3	$1.66M	Buy	49,114 +2,383	+5%	+$79.2K	0.21%	101
2024 Q2	$1.52M	Buy	46,731 +8,030	+21%	+$260K	0.27%	84
2024 Q1	$1.27M	Buy	38,701 +1,830	+5%	+$59.7K	0.25%	89
2023 Q4	$1.21M	Buy	36,871 +7,595	+26%	+$241K	0.26%	92
2023 Q3	$921K	Buy	29,276 +1,278	+5%	+$40.7K	0.23%	105
2023 Q2	$899K	Sell	27,998 -13	-0%	-$420	0.22%	101
2023 Q1	$910K	Buy	28,011 +228	+0.8%	+$7.35K	0.24%	94
2022 Q4	$884K	Buy	27,783 +2,790	+11%	+$88.2K	0.28%	87
2022 Q3	$783K	Buy	+24,993	New	+$815K	0.3%	72

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 22.9% 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

Vise Technologies's SPIB Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q2 2026, buying an estimated $283K and bringing the position to 60,835 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #533.

Vise Technologies first reported a position in SPIB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.08M in Q3 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Vise Technologies held 60,835 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.04M as of Q2 2026.
Vise Technologies bought 8,469 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $283K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #533 holding.
Vise Technologies first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Vise Technologies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.08M in Q3 2025.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.