Wealth Advisory Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealth Advisory Solutions’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	$3.82M	Sell	114,267 -1,967	-2%	-$65.8K	0.78%	32
2026 Q1	$3.9M	Buy	116,234 +3,585	+3%	+$121K	0.87%	32
2025 Q4	$3.81M	Buy	112,649 +401	+0.4%	+$13.6K	0.89%	32
2025 Q3	$3.8M	Buy	112,248 +3,545	+3%	+$119K	0.92%	32
2025 Q2	$3.65M	Sell	108,703 -4,356	-4%	-$144K	0.92%	35
2025 Q1	$3.76M	Sell	113,059 -8,570	-7%	-$283K	0.99%	26
2024 Q4	$3.98M	Buy	121,629 +7,767	+7%	+$257K	1.12%	23
2024 Q3	$3.84M	Buy	113,862 +2,617	+2%	+$87K	1.06%	26
2024 Q2	$3.62M	Buy	111,245 +1,896	+2%	+$61.4K	0.98%	31
2024 Q1	$3.57M	Buy	+109,349	New	+$3.57M	0.93%	33
2023 Q4	–	Sell	-110,187	Closed	-$3.47M	–	105
2023 Q3	$3.47M	Sell	110,187 -1,142	-1%	-$36.4K	0.68%	35
2023 Q2	$3.57M	Sell	111,329 -525	-0.5%	-$17K	0.95%	30
2023 Q1	$3.63M	Buy	111,854 +4,185	+4%	+$135K	0.97%	30
2022 Q4	$3.43M	Sell	107,669 -1,247	-1%	-$39.4K	0.92%	32
2022 Q3	$3.41M	Buy	+108,916	New	+$3.55M	0.94%	32
2020 Q2	–	Sell	-22,359	Closed	-$760K	–	186
2020 Q1	$760K	Sell	22,359 -14,519	-39%	-$509K	0.26%	85
2019 Q4	$1.3M	Buy	+36,878	New	+$1.3M	0.34%	79

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

Wealth Advisory Solutions's SPIB Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.7% in Q2 2026, selling an estimated $65.8K and leaving 114,267 shares worth $3.82M. The position accounts for 0.78% of the portfolio, ranked #32.

Wealth Advisory Solutions first reported a position in SPIB in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.98M in Q4 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wealth Advisory Solutions held 114,267 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.82M as of Q2 2026.
Wealth Advisory Solutions sold 1,967 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $65.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.78% of Wealth Advisory Solutions's portfolio in Q2 2026, its #32 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.98M in Q4 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.