Congress Holdings

Most held

SPIB

SPDR Portfolio Intermediate Term Corporate Bond ETF

Listed by 1 member on their latest annual reports (4 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Morgan McGarvey KY-3 Spouse Chris Results By Design 401K ⇒ State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF $15,001 - $50,000 May 14, 2026
filing 10075970, p. 3
Morgan McGarvey KY-3 Spouse Chris Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF $1,001 - $15,000 May 14, 2026
filing 10075970, p. 4
Morgan McGarvey KY-3 Joint Joint Brokerage ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF $1,001 - $15,000 May 14, 2026
filing 10075970, p. 8
Morgan McGarvey KY-3 Member Morgan Roth ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) EF $1,001 - $15,000 May 14, 2026
filing 10075970, p. 10

How the count is made: see Most held.