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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
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
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

Advisors Capital Management's SPIB Position: Q1 2026 in Review

Advisors Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q1 2026, buying an estimated $401K and bringing the position to 999,532 shares worth $33.5M. The position accounts for 0.39% of the portfolio, ranked #85.

Advisors Capital Management first reported a position in SPIB in Q2 2018 and has held it in 32 quarters since. The position peaked at $40M in Q4 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Advisors Capital Management held 999,532 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $33.5M as of Q1 2026.
  • Advisors Capital Management bought 11,862 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $401K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.39% of Advisors Capital Management's portfolio in Q1 2026, its #85 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 32 quarters since.
  • Advisors Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $40M in Q4 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.