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Your Advocates Ltd’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Your Advocates Ltd’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 		$22.9M Buy
682,626
+56,649
+9% +$1.91M 6.98% 6
2025
Q4 		$21.2M Buy
625,977
+5,794
+0.9% +$196K 6.91% 6
2025
Q3 		$21M Buy
+620,183
New +$20.9M 7.04% 5
2020
Q4 		– Sell
-182
Closed -$7K – 157
2020
Q3 		$7K Buy
+182
New +$6.7K 0.01% 93

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Your Advocates Ltd's SPIB Position: Q1 2026 in Review

Your Advocates Ltd increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9% in Q1 2026, buying an estimated $1.91M and bringing the position to 682,626 shares worth $22.9M. The position accounts for 6.98% of the portfolio, ranked #6.

Your Advocates Ltd first reported a position in SPIB in Q3 2020 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Your Advocates Ltd held 682,626 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $22.9M as of Q1 2026.
  • Your Advocates Ltd bought 56,649 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.91M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 6.98% of Your Advocates Ltd's portfolio in Q1 2026, its #6 holding.
  • Your Advocates Ltd first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.