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

Wealthcare Capital 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 		$356K Sell
10,637
-59
-0.6% -$1.98K 0.15% 115
2026
Q1 		$359K Buy
10,696
+35
+0.3% +$1.18K 0.17% 108
2025
Q4 		$360K Buy
10,661
+1,777
+20% +$60.2K 0.17% 107
2025
Q3 		$301K Buy
8,884
+1,000
+13% +$33.6K 0.14% 118
2025
Q2 		$265K Buy
+7,884
New +$261K 0.13% 119

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
GI
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
CA
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
AC
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 Capital Partners's SPIB Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.55% in Q2 2026, selling an estimated $1.98K and leaving 10,637 shares worth $356K. The position accounts for 0.15% of the portfolio, ranked #115.

Wealthcare Capital Partners first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $360K in Q4 2025. 106 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Wealthcare Capital Partners held 10,637 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $356K as of Q2 2026.
  • Wealthcare Capital Partners sold 59 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.98K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.15% of Wealthcare Capital Partners's portfolio in Q2 2026, its #115 holding.
  • Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealthcare Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $360K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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