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Caldwell Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Caldwell Trust’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
Q1 		$199K Buy
+5,944
New +$201K 0.02% 330
2025
Q3 		– Sell
-2,491
Closed -$83.6K – 771
2025
Q2 		$83.6K Sell
2,491
-1,598
-39% -$52.9K 0.01% 395
2025
Q1 		$136K Sell
4,089
-969
-19% -$31.9K 0.01% 353
2024
Q4 		$166K Sell
5,058
-1,282
-20% -$42.4K 0.02% 334
2024
Q3 		$214K Hold
6,340
– – 0.02% 309
2024
Q2 		$206K Buy
+6,340
New +$205K 0.02% 303

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's SPIB Position: Q1 2026 in Review

Caldwell Trust opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026: 5,944 shares worth $199K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in SPIB as recently as Q2 2025.

Caldwell Trust first reported a position in SPIB in Q2 2024 and has held it in 6 quarters since. The position peaked at $214K in Q3 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Caldwell Trust held 5,944 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $199K as of Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Caldwell Trust position in Q1 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #330 holding.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Caldwell Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $214K in Q3 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.