Wilkerson Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Wilkerson Advisory Group’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	$2.96M	Buy	88,584 +6,727	+8%	+$225K	0.91%	21
2026 Q1	$2.75M	Buy	81,857 +6,254	+8%	+$211K	0.94%	21
2025 Q4	$2.56M	Buy	+75,603	New	+$2.56M	0.9%	22

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

Wilkerson Advisory Group's SPIB Position: Q2 2026 in Review

Wilkerson Advisory Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.2% in Q2 2026, buying an estimated $225K and bringing the position to 88,584 shares worth $2.96M. The position accounts for 0.91% of the portfolio, ranked #21.

Wilkerson Advisory Group first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Wilkerson Advisory Group held 88,584 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.96M as of Q2 2026.
Wilkerson Advisory Group bought 6,727 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $225K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.91% of Wilkerson Advisory Group's portfolio in Q2 2026, its #21 holding.
Wilkerson Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.