Waverly Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Waverly Advisors’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	$181M	Buy	5,395,712 +315,291	+6%	+$10.7M	1.35%	7
2025 Q4	$172M	Buy	5,080,421 +484,033	+11%	+$16.4M	1.39%	8
2025 Q3	$156M	Buy	4,596,388 +581,247	+14%	+$19.6M	1.55%	9
2025 Q2	$135M	Buy	4,015,141 +115,454	+3%	+$3.82M	1.48%	9
2025 Q1	$130M	Buy	3,899,687 +3,477,294	+823%	+$115M	1.58%	6
2024 Q4	$13.8M	Buy	422,393 +23,849	+6%	+$789K	0.21%	99
2024 Q3	$13.4M	Buy	398,544 +36,768	+10%	+$1.22M	0.25%	82
2024 Q2	$11.8M	Buy	361,776 +27,102	+8%	+$878K	0.23%	90
2024 Q1	$10.9M	Buy	+334,674	New	+$10.9M	0.26%	78

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Waverly Advisors's SPIB Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.2% in Q1 2026, buying an estimated $10.7M and bringing the position to 5,395,712 shares worth $181M. The position accounts for 1.35% of the portfolio, ranked #7.

Waverly Advisors first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Waverly Advisors held 5,395,712 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $181M as of Q1 2026.
Waverly Advisors bought 315,291 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $10.7M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.35% of Waverly Advisors's portfolio in Q1 2026, its #7 holding.
Waverly Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.