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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Apella Capital's SPIB Position: Q2 2026 in Review

Apella Capital increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q2 2026, buying an estimated $4.75M and bringing the position to 883,930 shares worth $29.4M. The position accounts for 0.42% of the portfolio, ranked #56.

Apella Capital first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Apella Capital held 883,930 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $29.4M as of Q2 2026.
  • Apella Capital bought 141,854 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $4.75M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.42% of Apella Capital's portfolio in Q2 2026, its #56 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 7 quarters since.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.