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

Apella Capital’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 Q3	$33.6M	Buy	1,040,999 +157,069	+18%	+$5.18M	0.43%	54
2026 Q2	$29.4M	Buy	883,930 +141,854	+19%	+$4.75M	0.42%	56
2026 Q1	$25M	Buy	742,076 +180,983	+32%	+$6.12M	0.37%	63
2025 Q4	$19M	Buy	561,093 +111,261	+25%	+$3.77M	0.37%	64
2025 Q3	$15.3M	Buy	449,832 +93,619	+26%	+$3.15M	0.34%	65
2025 Q2	$11.9M	Buy	356,213 +141,827	+66%	+$4.7M	0.32%	64
2025 Q1	$7.06M	Buy	214,386 +177,013	+474%	+$5.84M	0.24%	77
2024 Q4	$1.22M	Buy	+37,373	New	+$1.24M	0.05%	152

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Apella Capital's SPIB Position: Q3 2026 in Review

Apella Capital increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q3 2026, buying an estimated $5.18M and bringing the position to 1,040,999 shares worth $33.6M. The position accounts for 0.43% of the portfolio, ranked #54.

Apella Capital first reported a position in SPIB in Q4 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Apella Capital held 1,040,999 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $33.6M as of Q3 2026.
Apella Capital bought 157,069 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $5.18M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.43% of Apella Capital's portfolio in Q3 2026, its #54 holding.
Apella Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.