PSI
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Planning Strategies Inc.’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Planning Strategies Inc.’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 		$368 Buy
+11
New +$368 ﹤0.01% 913

Other funds holding SPIB

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Planning Strategies Inc.'s SPIB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 11 shares worth $368. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings.

220 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Planning Strategies Inc. held 11 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $368 as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #913 holding.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.