James T. Borello RIA’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

James T. Borello RIA’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 Q3	$198K	Buy	6,132 +39	+0.6%	+$1.29K	0.04%	114
2026 Q2	$204K	Hold	6,093	–	–	0.04%	113
2026 Q1	$204K	Hold	6,093	–	–	0.05%	102
2025 Q4	$206K	Hold	6,093	–	–	0.05%	98
2025 Q3	$206K	Hold	6,093	–	–	0.06%	93
2025 Q2	$205K	Hold	6,093	–	–	0.06%	83
2025 Q1	$203K	Buy	6,093 +4,083	+203%	+$135K	0.07%	76
2024 Q4	$65.8K	Hold	2,010	–	–	0.02%	106
2024 Q3	$67.8K	Hold	2,010	–	–	0.03%	95
2024 Q2	$65.4K	Hold	2,010	–	–	0.03%	93
2024 Q1	$65.7K	Hold	2,010	–	–	0.03%	91
2023 Q4	$66K	Buy	+2,010	New	+$63.9K	0.05%	66

Other funds holding SPIB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

James T. Borello RIA's SPIB Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.64% in Q3 2026, buying an estimated $1.29K and bringing the position to 6,132 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #114.

James T. Borello RIA first reported a position in SPIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $206K in Q3 2025. 90 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

James T. Borello RIA held 6,132 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $198K as of Q3 2026.
James T. Borello RIA bought 39 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $1.29K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #114 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $206K in Q3 2025.
90 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.