WETS
SPIB icon

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

Wealth Enhancement Trust 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 		$144K Buy
4,292
+3,406
+384% +$114K 0.02% 321
2026
Q1 		$29.7K Sell
886
-3
-0.3% -$101 ﹤0.01% 510
2025
Q4 		$30.1K Buy
+889
New +$30.1K ﹤0.01% 483

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 384% in Q2 2026, buying an estimated $114K and bringing the position to 4,292 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #321.

Wealth Enhancement Trust Services first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,292 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $144K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 3,406 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #321 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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