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Whittier Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Whittier Trust’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 		$517K Sell
15,451
-4,133
-21% -$140K 0.01% 440
2025
Q4 		$663K Sell
19,584
-395
-2% -$13.4K 0.01% 406
2025
Q3 		$676K Sell
19,979
-14,778
-43% -$497K 0.01% 400
2025
Q2 		$1.17M Sell
34,757
-1,014
-3% -$33.6K 0.01% 361
2025
Q1 		$1.19M Sell
35,771
-1,187
-3% -$39.1K 0.02% 357
2024
Q4 		$1.21M Sell
36,958
-3,210
-8% -$106K 0.02% 360
2024
Q3 		$1.35M Buy
40,168
+16
+0% +$532 0.02% 332
2024
Q2 		$1.31M Sell
40,152
-632
-2% -$20.5K 0.02% 321
2024
Q1 		$1.33M Sell
40,784
-1,780
-4% -$58.1K 0.02% 313
2023
Q4 		$1.4M Sell
42,564
-16,501
-28% -$524K 0.02% 301
2023
Q3 		$1.86M Sell
59,065
-1,291
-2% -$41.1K 0.03% 279
2023
Q2 		$1.94M Sell
60,356
-8,355
-12% -$270K 0.03% 277
2023
Q1 		$2.23M Sell
68,711
-3,483
-5% -$112K 0.04% 261
2022
Q4 		$2.3M Sell
72,194
-11,488
-14% -$363K 0.04% 260
2022
Q3 		$2.62M Sell
83,682
-455
-0.5% -$14.8K 0.05% 236
2022
Q2 		$2.75M Buy
84,137
+74,129
+741% +$2.45M 0.06% 241
2022
Q1 		$342K Sell
10,008
-150
-1% -$5.25K 0.01% 565
2021
Q4 		$367K Hold
10,158
– – 0.01% 550
2021
Q3 		$371K Hold
10,158
– – 0.01% 516
2021
Q2 		$373K Hold
10,158
– – 0.01% 528
2021
Q1 		$368K Sell
10,158
-15
-0.1% -$550 0.01% 524
2020
Q4 		$378K Hold
10,173
– – 0.01% 479
2020
Q3 		$374K Hold
10,173
– – 0.01% 468
2020
Q2 		$372K Buy
10,173
+3,350
+49% +$119K 0.01% 439
2020
Q1 		$232K Sell
6,823
-5
-0.1% -$175 0.01% 487
2019
Q4 		$241K Sell
6,828
-136
-2% -$4.79K 0.01% 526
2019
Q3 		$246K Sell
6,964
-2,238
-24% -$78.5K 0.01% 524
2019
Q2 		$321K Sell
9,202
-108
-1% -$3.7K 0.01% 455
2019
Q1 		$318K Buy
9,310
+11
+0.1% +$370 0.01% 456
2018
Q4 		$307K Hold
9,299
– – 0.01% 438
2018
Q3 		$310K Hold
9,299
– – 0.01% 443
2018
Q2 		$310K Sell
9,299
-1,523
-14% -$50.7K 0.01% 437
2018
Q1 		$363K Sell
10,822
-260
-2% -$8.77K 0.01% 417
2017
Q4 		$379K Hold
11,082
– – 0.01% 408
2017
Q3 		$382K Hold
11,082
– – 0.01% 393
2017
Q2 		$381K Sell
11,082
-1,320
-11% -$45.4K 0.01% 380
2017
Q1 		$423K Buy
12,402
+1,320
+12% +$44.9K 0.02% 362
2016
Q4 		$376K Sell
11,082
-1,466
-12% -$50.2K 0.02% 379
2016
Q3 		$438K Hold
12,548
– – 0.02% 353
2016
Q2 		$438K Sell
12,548
-750
-6% -$25.8K 0.02% 347
2016
Q1 		$456K Hold
13,298
– – 0.02% 350
2015
Q4 		$445K Hold
13,298
– – 0.02% 364
2015
Q3 		$451K Sell
13,298
-1,180
-8% -$40K 0.02% 348
2015
Q2 		$492K Sell
14,478
-2,383
-14% -$81.7K 0.02% 357
2015
Q1 		$582K Hold
16,861
– – 0.03% 326
2014
Q4 		$576K Sell
16,861
-2,195
-12% -$75.2K 0.03% 314
2014
Q3 		$650K Sell
19,056
-1,885
-9% -$64.6K 0.03% 301
2014
Q2 		$721K Buy
20,941
+13,412
+178% +$459K 0.04% 294
2014
Q1 		$256K Buy
7,529
+2,669
+55% +$90.6K 0.01% 405
2013
Q4 		$163K Buy
4,860
+3,525
+264% +$119K 0.01% 473
2013
Q3 		$45K Hold
1,335
– – ﹤0.01% 687
2013
Q2 		$45K Buy
+1,335
New +$46.1K ﹤0.01% 680

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

Whittier Trust's SPIB Position: Q1 2026 in Review

Whittier Trust reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 21% in Q1 2026, selling an estimated $140K and leaving 15,451 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #440.

Whittier Trust first reported a position in SPIB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.75M in Q2 2022. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Whittier Trust held 15,451 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $517K as of Q1 2026.
  • Whittier Trust sold 4,133 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $140K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #440 holding.
  • Whittier Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.75M in Q2 2022.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.