YDMI
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Y.D. More Investments’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Y.D. More Investments’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 		$311K Buy
9,312
+4,412
+90% +$148K 0.01% 202
2026
Q1 		$164K Buy
4,900
+2,100
+75% +$71K 0.01% 215
2025
Q4 		$94.7K Sell
2,800
-2,300
-45% -$77.9K ﹤0.01% 253
2025
Q3 		$173K Buy
5,100
+150
+3% +$5.05K 0.01% 212
2025
Q2 		$166K Sell
4,950
-261
-5% -$8.64K 0.01% 219
2025
Q1 		$173K Buy
5,211
+1,161
+29% +$38.3K 0.02% 211
2024
Q4 		$133K Hold
4,050
– – 0.01% 233
2024
Q3 		$137K Buy
4,050
+3,650
+913% +$121K 0.01% 224
2024
Q2 		$13K Sell
400
-3,700
-90% -$120K ﹤0.01% 363
2024
Q1 		$134K Buy
4,100
+985
+32% +$32.1K 0.02% 189
2023
Q4 		$101K Buy
+3,115
New +$99K 0.02% 198
2023
Q3 		– Sell
-2,100
Closed -$67.4K – 369
2023
Q2 		$67.4K Buy
2,100
+1,500
+250% +$48.4K 0.02% 201
2023
Q1 		$19.5K Sell
600
-250
-29% -$8.06K ﹤0.01% 277
2022
Q4 		$27.1K Buy
+850
New +$26.9K 0.01% 292

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Y.D. More Investments's SPIB Position: Q2 2026 in Review

Y.D. More Investments increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 90% in Q2 2026, buying an estimated $148K and bringing the position to 9,312 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #202.

Y.D. More Investments first reported a position in SPIB in Q4 2022 and has held it in 14 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Y.D. More Investments held 9,312 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $311K as of Q2 2026.
  • Y.D. More Investments bought 4,412 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $148K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #202 holding.
  • Y.D. More Investments first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.