Wealthstar Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wealthstar Advisors’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	$556K	Buy	16,619 +14	+0.1%	+$469	0.16%	83
2026 Q1	$557K	Sell	16,605 -227	-1%	-$7.67K	0.26%	79
2025 Q4	$569K	Sell	16,832 -701	-4%	-$23.7K	0.25%	78
2025 Q3	$594K	Sell	17,533 -1,867	-10%	-$62.8K	0.23%	85
2025 Q2	$651K	Sell	19,400 -961	-5%	-$31.8K	0.25%	82
2025 Q1	$677K	Sell	20,361 -561	-3%	-$18.5K	0.31%	72
2024 Q4	$685K	Buy	+20,922	New	+$693K	0.3%	60
2024 Q2	–	Sell	-28,426	Closed	-$929K	–	121
2024 Q1	$929K	Buy	28,426 +14	+0%	+$457	0.32%	45
2023 Q4	$933K	Sell	28,412 -1,469	-5%	-$46.7K	0.15%	43
2023 Q3	$940K	Sell	29,881 -3,011	-9%	-$95.9K	0.36%	30
2023 Q2	$1.06M	Buy	32,892 +17	+0.1%	+$549	0.44%	25
2023 Q1	$1.07M	Sell	32,875 -217	-0.7%	-$7K	0.41%	25
2022 Q4	$1.05M	Sell	33,092 -1,543	-4%	-$48.8K	0.48%	24
2022 Q3	$1.08M	Sell	34,635 -116	-0.3%	-$3.78K	0.51%	24
2022 Q2	$1.14M	Sell	34,751 -1,418	-4%	-$46.9K	0.44%	29
2022 Q1	$1.23M	Sell	36,169 -1,865	-5%	-$65.3K	0.45%	29
2021 Q4	$1.37M	Sell	38,034 -1,963	-5%	-$71.2K	0.47%	28
2021 Q3	$1.47M	Sell	39,997 -1,302	-3%	-$47.9K	0.44%	32
2021 Q2	$1.52M	Buy	+41,299	New	+$1.51M	0.48%	32
2020 Q1	$1.27M	Buy	+37,561	New	+$1.32M	0.9%	13
2019 Q4	–	Sell	-38,664	Closed	-$1.36M	–	109
2019 Q3	$1.36M	Sell	38,664 -2,213	-5%	-$77.6K	0.76%	14
2019 Q2	$1.42M	Sell	40,877 -716	-2%	-$24.6K	0.83%	12
2019 Q1	$1.42M	Buy	41,593 +16	+0%	+$537	0.87%	12
2018 Q4	$1.38M	Sell	41,577 -1,625	-4%	-$53.5K	1.03%	12
2018 Q3	$1.44M	Sell	43,202 -1,905	-4%	-$63.5K	0.85%	12
2018 Q2	$1.5M	Sell	45,107 -7,054	-14%	-$235K	0.46%	12
2018 Q1	$1.75M	Buy	+52,161	New	+$1.76M	0.52%	11

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

Wealthstar Advisors's SPIB Position: Q2 2026 in Review

Wealthstar Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.08% in Q2 2026, buying an estimated $469 and bringing the position to 16,619 shares worth $556K. The position accounts for 0.16% of the portfolio, ranked #83.

Wealthstar Advisors first reported a position in SPIB in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.75M in Q1 2018. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wealthstar Advisors held 16,619 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $556K as of Q2 2026.
Wealthstar Advisors bought 14 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $469.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.16% of Wealthstar Advisors's portfolio in Q2 2026, its #83 holding.
Wealthstar Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 27 quarters since.
Wealthstar Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.75M in Q1 2018.
585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.