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

Wayfinding Financial’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 		$313K Sell
9,348
-9,362
-50% -$316K 0.14% 102
2025
Q4 		$632K Sell
18,710
-252,381
-93% -$8.55M 0.27% 65
2025
Q3 		$9.19M Buy
271,091
+1,765
+0.7% +$59.4K 3.96% 6
2025
Q2 		$9.06M Sell
269,326
-11,436
-4% -$379K 4.05% 5
2025
Q1 		$9.33M Sell
280,762
-14,257
-5% -$470K 4.09% 3
2024
Q4 		$9.66M Sell
295,019
-113,225
-28% -$3.75M 5.17% 4
2024
Q3 		$13.8M Buy
408,244
+111,419
+38% +$3.7M 10.23% 2
2024
Q2 		$9.66M Sell
296,825
-1,003
-0.3% -$32.5K 5.44% 4
2024
Q1 		$9.63M Buy
297,828
+156,199
+110% +$5.1M 5.64% 3
2023
Q4 		$4.65M Buy
141,629
+29,306
+26% +$931K 3.16% 5
2023
Q3 		$3.52M Buy
+112,323
New +$3.58M 2.66% 8
2023
Q1 		– Sell
-181,202
Closed -$6.42M – 126
2022
Q4 		$6.42M Buy
181,202
+171,064
+1,687% +$5.41M 5.15% 5
2022
Q3 		$317K Buy
+10,138
New +$330K 0.3% 53
2022
Q2 		– Sell
-331,293
Closed -$10.9M – 87
2022
Q1 		$10.9M Buy
331,293
+150,091
+83% +$5.25M 9.1% 3
2021
Q4 		$6.42M Buy
+181,202
New +$6.57M 5.15% 5

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 $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
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
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

Wayfinding Financial's SPIB Position: Q1 2026 in Review

Wayfinding Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 50% in Q1 2026, selling an estimated $316K and leaving 9,348 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #102.

Wayfinding Financial first reported a position in SPIB in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.8M in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Wayfinding Financial held 9,348 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $313K as of Q1 2026.
  • Wayfinding Financial sold 9,362 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $316K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Wayfinding Financial's portfolio in Q1 2026, its #102 holding.
  • Wayfinding Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Wayfinding Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.8M in Q3 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.