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

Vista Investment 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 		$8.23M Sell
245,319
-3,214
-1% -$109K 2.74% 5
2025
Q4 		$8.4M Buy
248,533
+21,560
+9% +$730K 2.77% 4
2025
Q3 		$7.69M Sell
226,973
-667
-0.3% -$22.4K 2.68% 5
2025
Q2 		$7.64M Buy
227,640
+4,181
+2% +$138K 2.83% 5
2025
Q1 		$7.43M Buy
223,459
+1,270
+0.6% +$41.9K 2.9% 4
2024
Q4 		$7.28M Buy
222,189
+16,853
+8% +$558K 2.76% 5
2024
Q3 		$6.92M Buy
205,336
+14,792
+8% +$492K 2.61% 5
2024
Q2 		$6.2M Buy
190,544
+8,731
+5% +$283K 2.51% 5
2024
Q1 		$5.94M Buy
181,813
+35,138
+24% +$1.15M 2.42% 5
2023
Q4 		$4.82M Buy
146,675
+1,476
+1% +$46.9K 2.24% 5
2023
Q3 		$4.57M Buy
145,199
+13,848
+11% +$441K 2.4% 5
2023
Q2 		$4.22M Buy
131,351
+40,087
+44% +$1.29M 2.14% 7
2023
Q1 		$2.97M Buy
91,264
+59,387
+186% +$1.92M 1.57% 13
2022
Q4 		$1.01M Sell
31,877
-2,330
-7% -$73.7K 0.58% 59
2022
Q3 		$1.07M Sell
34,207
-1,879
-5% -$61.2K 0.66% 51
2022
Q2 		$1.18M Sell
36,086
-14,541
-29% -$481K 0.71% 43
2022
Q1 		$1.73M Sell
50,627
-9,156
-15% -$321K 0.95% 31
2021
Q4 		$2.16M Sell
59,783
-2,763
-4% -$100K 1.17% 20
2021
Q3 		$2.28M Sell
62,546
-680
-1% -$25K 1.34% 19
2021
Q2 		$2.32M Sell
63,226
-978
-2% -$35.7K 1.37% 18
2021
Q1 		$2.33M Buy
64,204
+2,805
+5% +$103K 1.45% 16
2020
Q4 		$2.28M Buy
61,399
+7,775
+14% +$287K 1.53% 16
2020
Q3 		$1.97M Buy
53,624
+3,060
+6% +$113K 1.5% 18
2020
Q2 		$1.85M Sell
50,564
-1,574
-3% -$56K 1.59% 15
2020
Q1 		$1.77M Sell
52,138
-5,221
-9% -$183K 1.81% 12
2019
Q4 		$2.02M Buy
57,359
+218
+0.4% +$7.68K 1.52% 15
2019
Q3 		$2.02M Buy
57,141
+146
+0.3% +$5.12K 1.66% 15
2019
Q2 		$1.99M Buy
56,995
+1,305
+2% +$44.8K 1.68% 12
2019
Q1 		$1.9M Buy
55,690
+7,823
+16% +$263K 1.67% 13
2018
Q4 		$1.58M Buy
47,867
+1,864
+4% +$61.4K 1.63% 13
2018
Q3 		$1.53M Sell
46,003
-412
-0.9% -$13.7K 1.35% 17
2018
Q2 		$1.54M Sell
46,415
-107
-0.2% -$3.56K 1.51% 14
2018
Q1 		$1.56M Sell
46,522
-4,176
-8% -$141K 1.63% 10
2017
Q4 		$1.74M Buy
+50,698
New +$1.74M 1.81% 9

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 $424B AUM 22.96% 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 $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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

Vista Investment Management's SPIB Position: Q1 2026 in Review

Vista Investment Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.3% in Q1 2026, selling an estimated $109K and leaving 245,319 shares worth $8.23M. The position accounts for 2.74% of the portfolio, ranked #5.

Vista Investment Management first reported a position in SPIB in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.4M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Vista Investment Management held 245,319 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $8.23M as of Q1 2026.
  • Vista Investment Management sold 3,214 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $109K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.74% of Vista Investment Management's portfolio in Q1 2026, its #5 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.4M 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 Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.