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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Y.D. More Investments's SPIB Position: Q1 2026 in Review

Y.D. More Investments increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 75% in Q1 2026, buying an estimated $71K and bringing the position to 4,900 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #215.

Y.D. More Investments first reported a position in SPIB in Q4 2022 and has held it in 13 quarters since. The position peaked at $173K in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Y.D. More Investments held 4,900 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $164K as of Q1 2026.
Y.D. More Investments bought 2,100 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $71K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #215 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 13 quarters since.
Y.D. More Investments's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $173K in Q1 2025.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.