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

Westside Investment 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 		$11.6K Hold
346
– – ﹤0.01% 1067
2025
Q4 		$11.7K Hold
346
– – ﹤0.01% 1031
2025
Q3 		$11.7K Hold
346
– – ﹤0.01% 1048
2025
Q2 		$11.6K Buy
+346
New +$11.5K ﹤0.01% 891

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

Westside Investment Management's SPIB Position: Q1 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 346 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Westside Investment Management first reported a position in SPIB in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Westside Investment Management held 346 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.6K as of Q1 2026.
  • Westside Investment Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1067 holding.
  • Westside Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Westside Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $11.7K in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.