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

West Michigan 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
Q1 		$233K Buy
6,951
+444
+7% +$15K 0.05% 272
2025
Q4 		$220K Buy
6,507
+219
+3% +$7.42K 0.05% 250
2025
Q3 		$213K Buy
6,288
+20
+0.3% +$673 0.05% 243
2025
Q2 		$210K Sell
6,268
-148
-2% -$4.9K 0.06% 224
2025
Q1 		$213K Buy
6,416
+106
+2% +$3.49K 0.07% 199
2024
Q4 		$207K Sell
6,310
-157
-2% -$5.2K 0.06% 215
2024
Q3 		$218K Buy
6,467
+117
+2% +$3.89K 0.07% 177
2024
Q2 		$207K Sell
6,350
-166
-3% -$5.38K 0.07% 170
2024
Q1 		$213K Sell
6,516
-679
-9% -$22.1K 0.07% 169
2023
Q4 		$236K Buy
7,195
+751
+12% +$23.9K 0.09% 133
2023
Q3 		$203K Buy
6,444
+70
+1% +$2.23K 0.11% 141
2023
Q2 		$205K Sell
6,374
-109
-2% -$3.52K 0.08% 212
2023
Q1 		$211K Buy
6,483
+111
+2% +$3.58K 0.12% 138
2022
Q4 		$203K Sell
6,372
-10
-0.2% -$316 0.15% 112
2022
Q3 		$200K Buy
6,382
+153
+2% +$4.99K 0.17% 103
2022
Q2 		$203K Sell
6,229
-2,557
-29% -$84.5K 0.17% 104
2022
Q1 		$300K Buy
8,786
+789
+10% +$27.6K 0.2% 88
2021
Q4 		$289K Buy
+7,997
New +$290K 0.22% 92

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Michigan Advisors's SPIB Position: Q1 2026 in Review

West Michigan Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.8% in Q1 2026, buying an estimated $15K and bringing the position to 6,951 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #272.

West Michigan Advisors first reported a position in SPIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $300K in Q1 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • West Michigan Advisors held 6,951 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $233K as of Q1 2026.
  • West Michigan Advisors bought 444 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $15K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of West Michigan Advisors's portfolio in Q1 2026, its #272 holding.
  • West Michigan Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • West Michigan Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $300K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.