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

Atlas 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	$15.3K	Hold	456	–	–	﹤0.01%	863
2026 Q1	$15.3K	Buy	+456	New	+$15.4K	﹤0.01%	774
2025 Q2	$15.3K	Hold	456	–	–	﹤0.01%	737
2025 Q1	$15.2K	Hold	456	–	–	﹤0.01%	762
2024 Q4	$14.9K	Hold	456	–	–	﹤0.01%	744
2024 Q3	$15.4K	Hold	456	–	–	﹤0.01%	694
2024 Q2	$14.8K	Buy	+456	New	+$14.8K	﹤0.01%	710
2024 Q1	–	Sell	-456	Closed	-$15K	–	954
2023 Q4	$15K	Hold	456	–	–	﹤0.01%	715
2023 Q3	$14.3K	Hold	456	–	–	﹤0.01%	671
2023 Q2	$14.6K	Hold	456	–	–	﹤0.01%	709
2023 Q1	$14.8K	Hold	456	–	–	﹤0.01%	714
2022 Q4	$14.5K	Hold	456	–	–	﹤0.01%	691
2022 Q3	$14.3K	Hold	456	–	–	﹤0.01%	692
2022 Q2	$14.9K	Buy	+456	New	+$15.1K	﹤0.01%	715
2020 Q3	–	Sell	-869	Closed	-$31.7K	–	552
2020 Q2	$31.7K	Buy	+869	New	+$30.9K	0.01%	512
2018 Q2	–	Sell	-275	Closed	-$9.22K	–	558
2018 Q1	$9.22K	Buy	+275	New	+$9.28K	﹤0.01%	485

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

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

Atlas Capital Advisors held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 456 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Atlas Capital Advisors first reported a position in SPIB in Q1 2018 and has held it in 16 quarters since. The position peaked at $31.7K in Q2 2020. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Atlas Capital Advisors held 456 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $15.3K as of Q2 2026.
Atlas Capital Advisors left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #863 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 16 quarters since.
Atlas Capital Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $31.7K in Q2 2020.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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