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

Waystone 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	$201K	Buy	+6,003	New	+$201K	0.15%	109
2026 Q1	–	Sell	-7,108	Closed	-$240K	–	112
2025 Q4	$240K	Buy	+7,108	New	+$241K	0.21%	93

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

Waystone Advisors's SPIB Position: Q2 2026 in Review

Waystone Advisors opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 6,003 shares worth $201K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings. This is a return to the name: Waystone Advisors previously reported a position in SPIB as recently as Q4 2025.

Waystone Advisors first reported a position in SPIB in Q4 2025 and has held it in 2 quarters since. The position peaked at $240K in Q4 2025. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Waystone Advisors held 6,003 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $201K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Waystone Advisors position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.15% of Waystone Advisors's portfolio in Q2 2026, its #109 holding.
Waystone Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Waystone Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $240K in Q4 2025.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.