Zhang Financial’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Zhang Financial’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	$930K	Sell	27,807 -1,863	-6%	-$62.4K	0.03%	205
2026 Q1	$995K	Sell	29,670 -11,452	-28%	-$387K	0.03%	188
2025 Q4	$1.39M	Buy	41,122 +1,250	+3%	+$42.3K	0.05%	155
2025 Q3	$1.35M	Buy	39,872 +43	+0.1%	+$1.45K	0.05%	151
2025 Q2	$1.34M	Buy	39,829 +43	+0.1%	+$1.42K	0.06%	145
2025 Q1	$1.32M	Sell	39,786 -269	-0.7%	-$8.87K	0.07%	136
2024 Q4	$1.31M	Buy	40,055 +354	+0.9%	+$11.7K	0.08%	131
2024 Q3	$1.34M	Sell	39,701 -261	-0.7%	-$8.67K	0.08%	127
2024 Q2	$1.3M	Buy	39,962 +7,385	+23%	+$239K	0.09%	114
2024 Q1	$1.06M	Hold	32,577	–	–	0.08%	138
2023 Q4	$1.07M	Buy	+32,577	New	+$1.04M	0.09%	124

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Zhang Financial's SPIB Position: Q2 2026 in Review

Zhang Financial reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.3% in Q2 2026, selling an estimated $62.4K and leaving 27,807 shares worth $930K. The position accounts for 0.03% of the portfolio, ranked #205.

Zhang Financial first reported a position in SPIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Zhang Financial held 27,807 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $930K as of Q2 2026.
Zhang Financial sold 1,863 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $62.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #205 holding.
Zhang Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Zhang Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.39M in Q4 2025.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.