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

Wealth Management Nebraska’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
Q1 		$196M Buy
5,842,882
+440,888
+8% +$14.9M 19.85% 1
2025
Q4 		$183M Buy
5,401,994
+486,703
+10% +$16.5M 20.88% 1
2025
Q3 		$167M Buy
4,915,291
+517,148
+12% +$17.4M 19.86% 1
2025
Q2 		$147M Buy
4,398,143
+38,793
+0.9% +$1.28M 19.92% 1
2025
Q1 		$145M Buy
4,359,350
+198,591
+5% +$6.55M 22.04% 1
2024
Q4 		$136M Buy
+4,160,759
New +$138M 22.2% 1

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Management Nebraska's SPIB Position: Q1 2026 in Review

Wealth Management Nebraska increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.2% in Q1 2026, buying an estimated $14.9M and bringing the position to 5,842,882 shares worth $196M. The position accounts for 19.85% of the portfolio, ranked #1.

Wealth Management Nebraska first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Wealth Management Nebraska held 5,842,882 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $196M as of Q1 2026.
  • Wealth Management Nebraska bought 440,888 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $14.9M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 19.85% of Wealth Management Nebraska's portfolio in Q1 2026, its #1 holding.
  • Wealth Management Nebraska first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.