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

Wealth Management Associates’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	$268K	Buy	+8,000	New	+$268K	0.07%	210
2023 Q3	–	Sell	-10,000	Closed	-$321K	–	197
2023 Q2	$321K	Buy	+10,000	New	+$323K	0.18%	120

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 Management Associates's SPIB Position: Q2 2026 in Review

Wealth Management Associates opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 8,000 shares worth $268K. The stake represents 0.07% of the portfolio and ranks #210 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in SPIB as recently as Q2 2023.

Wealth Management Associates first reported a position in SPIB in Q2 2023 and has held it in 2 quarters since. The position peaked at $321K in Q2 2023. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wealth Management Associates held 8,000 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $268K as of Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Wealth Management Associates position in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Wealth Management Associates's portfolio in Q2 2026, its #210 holding.
Wealth Management Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2023 and has held it in 2 quarters since.
Wealth Management Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $321K in Q2 2023.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.