Wealth Advisory Solutions
SPIB icon

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
Q3 		$3.72M Buy
115,375
+1,108
+1% +$36.6K 0.77% 34
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Wealth Advisory Solutions's SPIB Position: Q3 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.97% in Q3 2026, buying an estimated $36.6K and bringing the position to 115,375 shares worth $3.72M. The position accounts for 0.77% of the portfolio, ranked #34.

Wealth Advisory Solutions first reported a position in SPIB in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2024. 138 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Wealth Advisory Solutions held 115,375 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.72M as of Q3 2026.
  • Wealth Advisory Solutions bought 1,108 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $36.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.77% of Wealth Advisory Solutions's portfolio in Q3 2026, its #34 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 18 quarters since.
  • Wealth Advisory Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.98M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.