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

Advisors Capital 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 Q2	$34.9M	Buy	1,042,579 +43,047	+4%	+$1.44M	0.37%	84
2026 Q1	$33.5M	Buy	999,532 +11,862	+1%	+$401K	0.39%	85
2025 Q4	$33.4M	Buy	987,670 +127,167	+15%	+$4.31M	0.39%	79
2025 Q3	$29.2M	Buy	860,503 +37,239	+5%	+$1.25M	0.36%	85
2025 Q2	$27.6M	Buy	823,264 +728	+0.1%	+$24.1K	0.38%	83
2025 Q1	$27.3M	Buy	822,536 +22,494	+3%	+$742K	0.42%	76
2024 Q4	$26.2M	Buy	800,042 +1,955	+0.2%	+$64.7K	0.41%	70
2024 Q3	$26.9M	Buy	798,087 +17,569	+2%	+$584K	0.44%	70
2024 Q2	$25.4M	Buy	780,518 +14,170	+2%	+$459K	0.44%	66
2024 Q1	$25.1M	Sell	766,348 -453,231	-37%	-$14.8M	0.46%	69
2023 Q4	$40M	Buy	1,219,579 +92,888	+8%	+$2.95M	0.82%	32
2023 Q3	$35.4M	Buy	1,126,691 +4,038	+0.4%	+$129K	0.9%	29
2023 Q2	$36M	Buy	1,122,653 +86,726	+8%	+$2.8M	0.86%	30
2023 Q1	$33.7M	Buy	1,035,927 +40,700	+4%	+$1.31M	0.87%	33
2022 Q4	$31.7M	Buy	995,227 +68,876	+7%	+$2.18M	0.86%	33
2022 Q3	$29.3M	Buy	926,351 +146,163	+19%	+$4.76M	0.78%	35
2022 Q2	$25.5M	Buy	780,188 +771,810	+9,212%	+$25.5M	0.78%	40
2022 Q1	$286K	Buy	8,378 +1	+0%	+$35	0.01%	374
2021 Q4	$303K	Sell	8,377 -85,577	-91%	-$3.1M	0.01%	363
2021 Q3	$3.43M	Buy	93,954 +50,010	+114%	+$1.84M	0.1%	169
2021 Q2	$1.61M	Buy	43,944 +33,031	+303%	+$1.21M	0.05%	206
2021 Q1	$395K	Sell	10,913 -11,307	-51%	-$415K	0.01%	290
2020 Q4	$826K	Sell	22,220 -296,773	-93%	-$11M	0.03%	221
2020 Q3	$11.7M	Buy	318,993 +9,521	+3%	+$350K	0.55%	63
2020 Q2	$11.3M	Buy	309,472 +52,350	+20%	+$1.86M	0.56%	61
2020 Q1	$8.74M	Buy	257,122 +30,670	+14%	+$1.08M	0.56%	61
2019 Q4	$8M	Buy	226,452 +10,934	+5%	+$385K	0.37%	83
2019 Q3	$7.6M	Buy	215,518 +7,662	+4%	+$269K	0.41%	79
2019 Q2	$7.26M	Buy	207,856 +14,355	+7%	+$492K	0.43%	82
2019 Q1	$6.58M	Buy	193,501 +21,629	+13%	+$727K	0.41%	86
2018 Q4	$5.68M	Buy	171,872 +12,452	+8%	+$410K	0.41%	81
2018 Q3	$5.31M	Buy	159,420 +11,462	+8%	+$382K	0.35%	82
2018 Q2	$4.93M	Buy	+147,958	New	+$4.92M	0.34%	86

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

Advisors Capital Management's SPIB Position: Q2 2026 in Review

Advisors Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.3% in Q2 2026, buying an estimated $1.44M and bringing the position to 1,042,579 shares worth $34.9M. The position accounts for 0.37% of the portfolio, ranked #84.

Advisors Capital Management first reported a position in SPIB in Q2 2018 and has held it in 33 quarters since. The position peaked at $40M in Q4 2023. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Advisors Capital Management held 1,042,579 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $34.9M as of Q2 2026.
Advisors Capital Management bought 43,047 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.44M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.37% of Advisors Capital Management's portfolio in Q2 2026, its #84 holding.
Advisors Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
Advisors Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $40M in Q4 2023.
586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.