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

Wetzel Investment 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 Q2	$4.79M	Buy	143,270 +4,485	+3%	+$150K	1.66%	14
2026 Q1	$4.65M	Buy	138,785 +2,430	+2%	+$82.1K	1.85%	13
2025 Q4	$4.61M	Buy	136,355 +2,670	+2%	+$90.4K	1.87%	13
2025 Q3	$4.53M	Buy	133,685 +3,311	+3%	+$111K	1.93%	14
2025 Q2	$4.38M	Sell	130,374 -58,967	-31%	-$1.95M	2%	11
2025 Q1	$6.29M	Buy	189,341 +12,069	+7%	+$398K	3.17%	8
2024 Q4	$5.81M	Buy	177,272 +8,815	+5%	+$292K	2.89%	8
2024 Q3	$5.68M	Buy	168,457 +165,068	+4,871%	+$5.49M	2.85%	7
2024 Q2	$111K	Buy	3,389 +844	+33%	+$27.3K	0.06%	166
2024 Q1	$81.6K	Hold	2,545	–	–	0.05%	197
2023 Q4	$84K	Buy	+2,545	New	+$80.9K	0.05%	194

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wetzel Investment Advisors's SPIB Position: Q2 2026 in Review

Wetzel Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.2% in Q2 2026, buying an estimated $150K and bringing the position to 143,270 shares worth $4.79M. The position accounts for 1.66% of the portfolio, ranked #14.

Wetzel Investment Advisors first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29M in Q1 2025. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wetzel Investment Advisors held 143,270 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.79M as of Q2 2026.
Wetzel Investment Advisors bought 4,485 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.66% of Wetzel Investment Advisors's portfolio in Q2 2026, its #14 holding.
Wetzel Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.29M in Q1 2025.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.