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

Wealth Enhancement Advisory Services’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	$16.9M	Sell	820,897 -74,367	-8%	-$2.49M	0.03%	493
2026 Q1	$20.1M	Buy	895,264 +27,495	+3%	+$929K	0.04%	397
2025 Q4	$29.4M	Sell	867,769 -48,461	-5%	-$1.64M	0.04%	372
2025 Q3	$31M	Sell	916,230 -141,760	-13%	-$4.77M	0.05%	333
2025 Q2	$35.3M	Sell	1,057,990 -91,302	-8%	-$3.02M	0.06%	288
2025 Q1	$38.2M	Buy	1,149,292 +257,044	+29%	+$8.47M	0.07%	253
2024 Q4	$29.2M	Buy	892,248 +198,563	+29%	+$6.57M	0.06%	300
2024 Q3	$23.4M	Sell	693,685 -32,339	-4%	-$1.07M	0.05%	323
2024 Q2	$23.6M	Sell	726,024 -5,235	-0.7%	-$170K	0.06%	300
2024 Q1	$23.9M	Sell	731,259 -6,225,271	-89%	-$203M	0.06%	287
2023 Q4	$228M	Buy	6,956,530 +636,490	+10%	+$20.2M	0.66%	23
2023 Q3	$199M	Buy	6,320,040 +1,001,413	+19%	+$31.9M	0.65%	23
2023 Q2	$171M	Buy	5,318,627 +942,722	+22%	+$30.4M	1.84%	15
2023 Q1	$142M	Buy	4,375,905 +3,667,265	+518%	+$118M	1.66%	16
2022 Q4	$23.1M	Sell	708,640 -8,379	-1%	-$265K	0.3%	54
2022 Q3	$22.4M	Buy	717,019 +35,569	+5%	+$1.16M	0.32%	52
2022 Q2	$22.2M	Buy	681,450 +53,937	+9%	+$1.78M	0.31%	55
2022 Q1	$21.4M	Buy	627,513 +2,621	+0.4%	+$91.8K	0.29%	53
2021 Q4	$22.1M	Buy	624,892 +68,706	+12%	+$2.49M	0.32%	49
2021 Q3	$20.2M	Sell	556,186 -387,055	-41%	-$14.2M	0.3%	47
2021 Q2	$34.7M	Buy	943,241 +42,386	+5%	+$1.55M	0.56%	40
2021 Q1	$32.7M	Buy	900,855 +108,641	+14%	+$3.99M	0.59%	35
2020 Q4	$29.3M	Buy	792,214 +135,864	+21%	+$5.01M	0.66%	31
2020 Q3	$24.2M	Buy	656,350 +40,467	+7%	+$1.49M	0.63%	31
2020 Q2	$22.7M	Buy	615,883 +86,569	+16%	+$3.08M	0.65%	29
2020 Q1	$18.7M	Buy	529,314 +64,025	+14%	+$2.25M	0.67%	30
2019 Q4	$16.4M	Buy	465,289 +66,246	+17%	+$2.33M	0.58%	29
2019 Q3	$14.1M	Buy	399,043 +250,301	+168%	+$8.78M	0.57%	30
2019 Q2	$5.19M	Buy	148,742 +101,814	+217%	+$3.49M	0.23%	48
2019 Q1	$1.6M	Buy	46,928 +15,757	+51%	+$529K	0.09%	94
2018 Q4	$1.04M	Buy	31,171 +8,604	+38%	+$284K	0.07%	112
2018 Q3	$746K	Buy	22,567 +5,047	+29%	+$168K	0.04%	138
2018 Q2	$583K	Buy	17,520 +9,146	+109%	+$304K	0.04%	139
2018 Q1	$280K	Buy	+8,374	New	+$282K	0.02%	135

Other funds holding SPIB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPIB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.3% in Q2 2026, selling an estimated $2.49M and leaving 820,897 shares worth $16.9M. The position accounts for 0.03% of the portfolio, ranked #493.

Wealth Enhancement Advisory Services first reported a position in SPIB in Q1 2018 and has held it in 34 quarters since. The position peaked at $228M in Q4 2023. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wealth Enhancement Advisory Services held 820,897 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $16.9M as of Q2 2026.
Wealth Enhancement Advisory Services sold 74,367 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.49M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #493 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $228M in Q4 2023.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.