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

Burns Matteson 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
Q2 		$11.7M Buy
350,124
+48,239
+16% +$1.61M 3.66% 3
2026
Q1 		$10.1M Buy
301,885
+32,563
+12% +$1.1M 3.71% 4
2025
Q4 		$9.11M Buy
269,322
+100,840
+60% +$3.42M 3.19% 5
2025
Q3 		$5.71M Buy
168,482
+7,128
+4% +$240K 2.26% 9
2025
Q2 		$5.42M Buy
161,354
+73,435
+84% +$2.43M 2.62% 7
2025
Q1 		$2.92M Buy
87,919
+37,185
+73% +$1.23M 1.57% 16
2024
Q4 		$1.66M Buy
50,734
+26,269
+107% +$870K 0.93% 23
2024
Q3 		$825K Buy
+24,465
New +$813K 0.46% 44

Other funds holding SPIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Burns Matteson Capital Management's SPIB Position: Q2 2026 in Review

Burns Matteson Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 16% in Q2 2026, buying an estimated $1.61M and bringing the position to 350,124 shares worth $11.7M. The position accounts for 3.66% of the portfolio, ranked #3.

Burns Matteson Capital Management first reported a position in SPIB in Q3 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Burns Matteson Capital Management held 350,124 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.7M as of Q2 2026.
  • Burns Matteson Capital Management bought 48,239 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.61M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.66% of Burns Matteson Capital Management's portfolio in Q2 2026, its #3 holding.
  • Burns Matteson Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 278 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.