WWM
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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
Q2 		$7.23M Buy
216,066
+26,632
+14% +$891K 0.24% 85
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 0.21% 99
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
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

Western Wealth Management's SPIB Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2026, buying an estimated $891K and bringing the position to 216,066 shares worth $7.23M. The position accounts for 0.24% of the portfolio, ranked #85.

Western Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 30 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Western Wealth Management held 216,066 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.23M as of Q2 2026.
  • Western Wealth Management bought 26,632 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $891K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.24% of Western Wealth Management's portfolio in Q2 2026, its #85 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 30 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.