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

WealthTrak Capital Management’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	–	Sell	-9,233	Closed	-$312K	–	83
2025 Q4	$312K	Sell	9,233 -815	-8%	-$27.6K	0.22%	61
2025 Q3	$341K	Buy	10,048 +1,200	+14%	+$40.4K	0.28%	65
2025 Q2	$297K	Buy	8,848 +217	+3%	+$7.18K	0.25%	66
2025 Q1	$287K	Sell	8,631 -4,096	-32%	-$135K	0.25%	63
2024 Q4	$417K	Buy	+12,727	New	+$421K	0.35%	50

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's SPIB Position: Q1 2026 in Review

WealthTrak Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 9,233 shares — an estimated $312K sold.

WealthTrak Capital Management first reported a position in SPIB in Q4 2024 and held it in 5 quarters. The position peaked at $417K in Q4 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

WealthTrak Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
WealthTrak Capital Management sold 9,233 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $312K.
WealthTrak Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
WealthTrak Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $417K in Q4 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.