WFA of San Diego’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

WFA of San Diego’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	–	Sell	-3	Closed	-$101	–	337
2026 Q1	$101	Sell	3 -1,023	-100%	-$34.6K	﹤0.01%	403
2025 Q4	$34.7K	Sell	1,026 -124	-11%	-$4.2K	0.03%	220
2025 Q3	$39K	Sell	1,150 -56	-5%	-$1.88K	0.03%	226
2025 Q2	$40.5K	Buy	+1,206	New	+$39.9K	0.03%	222
2023 Q1	–	Sell	-1,039	Closed	-$33.1K	–	376
2022 Q4	$33.1K	Buy	+1,039	New	+$32.9K	0.03%	237
2022 Q3	–	Sell	-1,047	Closed	-$34K	–	353
2022 Q2	$34K	Buy	+1,047	New	+$34.6K	0.03%	187

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

WFA of San Diego's SPIB Position: Q2 2026 in Review

WFA of San Diego sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 3 shares — an estimated $101 sold.

WFA of San Diego first reported a position in SPIB in Q2 2022 and held it in 6 quarters. The position peaked at $40.5K in Q2 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

WFA of San Diego reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 3 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $101.
WFA of San Diego first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 6 quarters.
WFA of San Diego's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $40.5K in Q2 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.