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 Q2	$307K	Sell	9,195 -153	-2%	-$5.12K	0.12%	120
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 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

Wayfinding Financial's SPIB Position: Q2 2026 in Review

Wayfinding Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q2 2026, selling an estimated $5.12K and leaving 9,195 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #120.

Wayfinding Financial first reported a position in SPIB in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.8M in Q3 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wayfinding Financial held 9,195 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $307K as of Q2 2026.
Wayfinding Financial sold 153 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $5.12K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.12% of Wayfinding Financial's portfolio in Q2 2026, its #120 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 16 quarters since.
Wayfinding Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.8M in Q3 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.