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 Q2	$192M	Buy	5,749,007 +353,295	+7%	+$11.8M	1.12%	10
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 $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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Waverly Advisors's SPIB Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.5% in Q2 2026, buying an estimated $11.8M and bringing the position to 5,749,007 shares worth $192M. The position accounts for 1.12% of the portfolio, ranked #10.

Waverly Advisors first reported a position in SPIB in Q1 2024 and has held it in 10 quarters since. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Waverly Advisors held 5,749,007 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $192M as of Q2 2026.
Waverly Advisors bought 353,295 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $11.8M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.12% of Waverly Advisors's portfolio in Q2 2026, its #10 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 10 quarters since.
586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.