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

Western Wealth 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	$6.35M	Buy	189,434 +37,273	+24%	+$1.26M	0.24%	82
2025 Q4	$5.14M	Buy	152,161 +13,521	+10%	+$458K	0.24%	76
2025 Q3	$4.7M	Buy	138,640 +27,698	+25%	+$932K	0.25%	82
2025 Q2	$3.73M	Sell	110,942 -15,149	-12%	-$502K	0.22%	93
2025 Q1	$4.19M	Buy	126,091 +7,506	+6%	+$247K	0.28%	79
2024 Q4	$3.88M	Buy	118,585 +19,538	+20%	+$647K	0.25%	77
2024 Q3	$3.34M	Buy	99,047 +6,642	+7%	+$221K	0.19%	104
2024 Q2	$3.01M	Buy	92,405 +11,830	+15%	+$383K	0.22%	91
2024 Q1	$2.63M	Buy	80,575 +3,463	+4%	+$113K	0.2%	101
2023 Q4	$2.53M	Buy	77,112 +34,120	+79%	+$1.08M	0.18%	119
2023 Q3	$1.35M	Buy	42,992 +3,564	+9%	+$114K	0.11%	185
2023 Q2	$1.27M	Buy	39,428 +8,511	+28%	+$275K	0.11%	199
2023 Q1	$1M	Buy	30,917 +7,845	+34%	+$253K	0.09%	233
2022 Q4	$734K	Sell	23,072 -23,200	-50%	-$734K	0.08%	278
2022 Q3	$1.45M	Buy	46,272 +5,221	+13%	+$170K	0.08%	238
2022 Q2	$1.33M	Buy	41,051 +5,754	+16%	+$190K	0.08%	249
2022 Q1	$1.21M	Buy	35,297 +15,357	+77%	+$538K	0.06%	303
2021 Q4	$724K	Buy	+19,940	New	+$723K	0.07%	259
2021 Q2	$619K	Buy	16,862 +4,395	+35%	+$160K	0.06%	314
2021 Q1	$452K	Buy	12,467 +86	+0.7%	+$3.16K	0.06%	304
2020 Q4	$460K	Sell	12,381 -2,737	-18%	-$101K	0.07%	269
2020 Q3	$556K	Buy	15,118 +1,313	+10%	+$48.3K	0.09%	216
2020 Q2	$504K	Sell	13,805 -1,944	-12%	-$69.1K	0.09%	223
2020 Q1	$534K	Buy	15,749 +4,022	+34%	+$141K	0.12%	178
2019 Q4	$414K	Sell	11,727 -2,575	-18%	-$90.8K	0.06%	260
2019 Q3	$505K	Buy	14,302 +328	+2%	+$11.5K	0.11%	211
2019 Q2	$491K	Buy	13,974 +801	+6%	+$27.5K	0.06%	226
2019 Q1	$450K	Buy	13,173 +430	+3%	+$14.4K	0.1%	221
2018 Q4	$420K	Buy	+12,743	New	+$420K	0.11%	203

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

Western Wealth Management's SPIB Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 24% in Q1 2026, buying an estimated $1.26M and bringing the position to 189,434 shares worth $6.35M. The position accounts for 0.24% of the portfolio, ranked #82.

Western Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 29 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Western Wealth Management held 189,434 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.35M as of Q1 2026.
Western Wealth Management bought 37,273 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.26M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.24% of Western Wealth Management's portfolio in Q1 2026, its #82 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.