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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vise Technologies's SPIB Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 52,366 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #407.

Vise Technologies first reported a position in SPIB in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Vise Technologies held 52,366 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.77M as of Q1 2026.
  • Vise Technologies left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #407 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 14 quarters since.
  • Vise Technologies's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.08M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.