WAU
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Wellington-Altus USA’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wellington-Altus USA’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 		$159K Hold
4,738
– – 0.11% 150
2026
Q1 		$159K Sell
4,738
-43,814
-90% -$1.48M 0.09% 178
2025
Q4 		$1.64M Buy
+48,552
New +$1.64M 1.22% 16

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wellington-Altus USA's SPIB Position: Q2 2026 in Review

Wellington-Altus USA held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 4,738 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #150.

Wellington-Altus USA first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Wellington-Altus USA held 4,738 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $159K as of Q2 2026.
  • Wellington-Altus USA left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Wellington-Altus USA's portfolio in Q2 2026, its #150 holding.
  • Wellington-Altus USA first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.64M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.