Walker Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Walker Financial Services’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	$16.7M	Buy	500,108 +32,966	+7%	+$1.1M	5.18%	9
2026 Q1	$15.7M	Buy	467,142 +32,789	+8%	+$1.11M	5.36%	7
2025 Q4	$14.7M	Buy	434,353 +22,582	+5%	+$765K	5.32%	7
2025 Q3	$14M	Buy	411,771 +251,151	+156%	+$8.45M	5.43%	7
2025 Q2	$5.39M	Buy	160,620 +11,007	+7%	+$364K	2.45%	8
2025 Q1	$4.97M	Buy	149,613 +14,601	+11%	+$481K	2.61%	8
2024 Q4	$4.42M	Buy	135,012 +9,295	+7%	+$308K	2.57%	8
2024 Q3	$4.24M	Buy	125,717 +10,512	+9%	+$349K	2.87%	8
2024 Q2	$3.75M	Buy	115,205 +10,505	+10%	+$340K	2.93%	7
2024 Q1	$3.42M	Buy	104,700 +7,986	+8%	+$261K	2.81%	8
2023 Q4	$3.18M	Sell	96,714 -1,686	-2%	-$53.6K	3.28%	7
2023 Q3	$3.09M	Buy	98,400 +7,088	+8%	+$226K	3.01%	7
2023 Q2	$2.93M	Buy	91,312 +2,061	+2%	+$66.5K	2.9%	8
2023 Q1	$2.9M	Hold	89,251	–	–	2.99%	7
2022 Q4	$2.9M	Buy	89,251 +3,999	+5%	+$126K	2.99%	7
2022 Q3	$2.67M	Buy	85,252 +71,036	+500%	+$2.32M	2.49%	8
2022 Q2	$464K	Buy	+14,216	New	+$470K	0.45%	19

Other funds holding SPIB

CCWA

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

SPG

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Walker Financial Services's SPIB Position: Q2 2026 in Review

Walker Financial Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 500,108 shares worth $16.7M. The position accounts for 5.18% of the portfolio, ranked #9.

Walker Financial Services first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Walker Financial Services held 500,108 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.7M as of Q2 2026.
Walker Financial Services bought 32,966 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 5.18% of Walker Financial Services's portfolio in Q2 2026, its #9 holding.
Walker Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.