Walsh & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Walsh & Associates’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	$20K	Hold	599	–	–	0.02%	169
2026 Q1	$20.1K	Hold	599	–	–	0.02%	159
2025 Q4	$20.3K	Buy	+599	New	+$20.3K	0.02%	158

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 22.96% 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

Walsh & Associates's SPIB Position: Q2 2026 in Review

Walsh & Associates held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 599 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #169.

Walsh & Associates first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q4 2025. 582 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Walsh & Associates held 599 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $20K as of Q2 2026.
Walsh & Associates left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #169 holding.
Walsh & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Walsh & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $20.3K in Q4 2025.
582 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.