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

Winthrop Capital 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 Q2	$26K	Hold	777	–	–	0.01%	200
2026 Q1	$26K	Sell	777 -298	-28%	-$10.1K	0.01%	206
2025 Q4	$36K	Hold	1,075	–	–	0.01%	202
2025 Q3	$36K	Hold	1,075	–	–	0.01%	185
2025 Q2	$36K	Hold	1,075	–	–	0.01%	194
2025 Q1	$36K	Buy	1,075 +1	+0.1%	+$33	0.01%	172
2024 Q4	$35K	Sell	1,074 -1,589	-60%	-$52.6K	0.01%	183
2024 Q3	$90K	Hold	2,663	–	–	0.04%	79
2024 Q2	$87K	Hold	2,663	–	–	0.04%	74
2024 Q1	$87K	Hold	2,663	–	–	0.04%	77
2023 Q4	$87.4K	Buy	+2,663	New	+$84.6K	0.03%	147

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

Winthrop Capital Management's SPIB Position: Q2 2026 in Review

Winthrop Capital Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 777 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #200.

Winthrop Capital Management first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $90K in Q3 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Winthrop Capital Management held 777 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $26K as of Q2 2026.
Winthrop Capital Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #200 holding.
Winthrop Capital Management 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.
Winthrop Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $90K in Q3 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.