ZIM
SPIB icon

Zacks Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Zacks Investment Management’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 		$6.66M Sell
198,638
-8,731
-4% -$295K 0.05% 188
2025
Q4 		$7.01M Sell
207,369
-4,202
-2% -$142K 0.06% 200
2025
Q3 		$7.17M Sell
211,571
-16,847
-7% -$567K 0.06% 194
2025
Q2 		$7.67M Sell
228,418
-12,967
-5% -$429K 0.07% 190
2025
Q1 		$8.02M Buy
241,385
+5,688
+2% +$188K 0.07% 185
2024
Q4 		$7.72M Buy
235,697
+12,640
+6% +$418K 0.07% 183
2024
Q3 		$7.52M Buy
223,057
+37,537
+20% +$1.25M 0.07% 185
2024
Q2 		$6.04M Buy
185,520
+3,880
+2% +$126K 0.07% 175
2024
Q1 		$5.94M Sell
181,640
-52,446
-22% -$1.71M 0.06% 188
2023
Q4 		$7.69M Buy
234,086
+18,581
+9% +$590K 0.09% 162
2023
Q3 		$6.78M Buy
215,505
+53,882
+33% +$1.72M 0.09% 166
2023
Q2 		$5.19M Sell
161,623
-24,954
-13% -$806K 0.07% 179
2023
Q1 		$6.06M Buy
186,577
+35,120
+23% +$1.13M 0.08% 171
2022
Q4 		$4.82M Buy
151,457
+36,471
+32% +$1.15M 0.07% 193
2022
Q3 		$3.6M Buy
+114,986
New +$3.75M 0.06% 204

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

Zacks Investment Management's SPIB Position: Q1 2026 in Review

Zacks Investment Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.2% in Q1 2026, selling an estimated $295K and leaving 198,638 shares worth $6.66M. The position accounts for 0.05% of the portfolio, ranked #188.

Zacks Investment Management first reported a position in SPIB in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.02M in Q1 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Zacks Investment Management held 198,638 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.66M as of Q1 2026.
  • Zacks Investment Management sold 8,731 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $295K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Zacks Investment Management's portfolio in Q1 2026, its #188 holding.
  • Zacks Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Zacks Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.02M 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 Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.