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

Aptus Capital Advisors’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 		$265K Sell
7,932
-5,100
-39% -$171K ﹤0.01% 996
2026
Q1 		$437K Buy
13,032
+6,739
+107% +$228K ﹤0.01% 758
2025
Q4 		$213K Buy
6,293
+989
+19% +$33.5K ﹤0.01% 1015
2025
Q3 		$180K Buy
5,304
+883
+20% +$29.7K ﹤0.01% 1002
2025
Q2 		$148K Buy
4,421
+13
+0.3% +$430 ﹤0.01% 997
2025
Q1 		$147K Buy
4,408
+11
+0.3% +$363 ﹤0.01% 949
2024
Q4 		$144K Buy
4,397
+3,394
+338% +$112K ﹤0.01% 946
2024
Q3 		$33.8K Buy
1,003
+100
+11% +$3.32K ﹤0.01% 972
2024
Q2 		$29.4K Sell
903
-182
-17% -$5.89K ﹤0.01% 943
2024
Q1 		$35.5K Buy
1,085
+345
+47% +$11.3K ﹤0.01% 924
2023
Q4 		$24.3K Buy
740
+1
+0.1% +$32 ﹤0.01% 730
2023
Q3 		$23.2K Hold
739
– – ﹤0.01% 739
2023
Q2 		$23.7K Hold
739
– – ﹤0.01% 641
2023
Q1 		$24K Buy
739
+1
+0.1% +$32 ﹤0.01% 619
2022
Q4 		$23.5K Sell
738
-420
-36% -$13.3K ﹤0.01% 641
2022
Q3 		$36K Sell
1,158
-183
-14% -$5.96K ﹤0.01% 574
2022
Q2 		$44K Sell
1,341
-1,529
-53% -$50.6K ﹤0.01% 479
2022
Q1 		$98K Buy
2,870
+15
+0.5% +$525 ﹤0.01% 472
2021
Q4 		$103K Sell
2,855
-5
-0.2% -$181 ﹤0.01% 389
2021
Q3 		$104K Hold
2,860
– – ﹤0.01% 381
2021
Q2 		$105K Buy
2,860
+32
+1% +$1.17K ﹤0.01% 393
2021
Q1 		$102K Buy
2,828
+47
+2% +$1.73K ﹤0.01% 369
2020
Q4 		$103K Hold
2,781
– – ﹤0.01% 334
2020
Q3 		$102K Buy
2,781
+651
+31% +$24K 0.01% 328
2020
Q2 		$77K Sell
2,130
-700
-25% -$24.9K ﹤0.01% 305
2020
Q1 		$96K Buy
2,830
+390
+16% +$13.7K 0.01% 284
2019
Q4 		$86K Buy
2,440
+1,177
+93% +$41.5K 0.01% 373
2019
Q3 		$44K Buy
+1,263
New +$44.3K ﹤0.01% 397
2019
Q2 		– Sell
-5,890
Closed -$201K – 362
2019
Q1 		$201K Buy
+5,890
New +$198K 0.03% 301

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Aptus Capital Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 39% in Q2 2026, selling an estimated $171K and leaving 7,932 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Aptus Capital Advisors first reported a position in SPIB in Q1 2019 and has held it in 29 quarters since. The position peaked at $437K in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Aptus Capital Advisors held 7,932 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $265K as of Q2 2026.
  • Aptus Capital Advisors sold 5,100 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $171K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #996 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $437K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.