Wealthcare Advisory Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealthcare Advisory Partners’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	$2.85M	Buy	85,164 +613	+0.7%	+$20.5K	0.05%	281
2026 Q1	$2.84M	Sell	84,551 -3,125	-4%	-$106K	0.06%	287
2025 Q4	$2.96M	Buy	87,676 +4,370	+5%	+$148K	0.06%	275
2025 Q3	$2.82M	Buy	83,306 +23,805	+40%	+$801K	0.06%	271
2025 Q2	$2M	Buy	59,501 +336	+0.6%	+$11.1K	0.05%	327
2025 Q1	$1.97M	Sell	59,165 -756	-1%	-$24.9K	0.05%	286
2024 Q4	$1.96M	Sell	59,921 -316	-0.5%	-$10.5K	0.05%	278
2024 Q3	$2.03M	Buy	60,237 +2,336	+4%	+$77.6K	0.06%	268
2024 Q2	$1.89M	Buy	57,901 +36	+0.1%	+$1.17K	0.06%	246
2024 Q1	$1.89M	Sell	57,865 -899	-2%	-$29.3K	0.06%	241
2023 Q4	$1.93M	Buy	58,764 +7,632	+15%	+$243K	0.08%	207
2023 Q3	$1.61M	Buy	51,132 +7,240	+16%	+$231K	0.07%	205
2023 Q2	$1.41M	Buy	43,892 +16,938	+63%	+$547K	0.06%	232
2023 Q1	$876K	Buy	26,954 +6,048	+29%	+$195K	0.04%	316
2022 Q4	$665K	Buy	+20,906	New	+$661K	0.03%	353
2021 Q2	–	Sell	-1,659	Closed	-$60K	–	1687
2021 Q1	$60K	Buy	+1,659	New	+$60.9K	﹤0.01%	821
2020 Q2	–	Sell	-625	Closed	-$21K	–	1200
2020 Q1	$21K	Buy	625 +93	+17%	+$3.26K	﹤0.01%	721
2019 Q4	$19K	Buy	532 +11	+2%	+$388	﹤0.01%	776
2019 Q3	$18K	Buy	521 +20	+4%	+$702	﹤0.01%	778
2019 Q2	$17K	Hold	501	–	–	﹤0.01%	767
2019 Q1	$17K	Hold	501	–	–	﹤0.01%	702
2018 Q4	$17K	Hold	501	–	–	﹤0.01%	664
2018 Q3	$17K	Hold	501	–	–	﹤0.01%	722
2018 Q2	$17K	Sell	501 -41	-8%	-$1.36K	﹤0.01%	717
2018 Q1	$18K	Hold	542	–	–	﹤0.01%	611
2017 Q4	$19K	Buy	542 +400	+282%	+$13.8K	﹤0.01%	553
2017 Q3	$5K	Buy	+142	New	+$4.9K	﹤0.01%	655
2016 Q3	–	Sell	-150	Closed	-$5K	–	126
2016 Q2	$5K	Buy	+150	New	+$5.17K	﹤0.01%	92

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

Wealthcare Advisory Partners's SPIB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.73% in Q2 2026, buying an estimated $20.5K and bringing the position to 85,164 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #281.

Wealthcare Advisory Partners first reported a position in SPIB in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.96M in Q4 2025. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wealthcare Advisory Partners held 85,164 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.85M as of Q2 2026.
Wealthcare Advisory Partners bought 613 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $20.5K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #281 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 28 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.96M in Q4 2025.
92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.