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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
Q2 		$204K Buy
6,109
+165
+3% +$5.52K 0.02% 330
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 $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

Caldwell Trust's SPIB Position: Q2 2026 in Review

Caldwell Trust increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.8% in Q2 2026, buying an estimated $5.52K and bringing the position to 6,109 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #330.

Caldwell Trust first reported a position in SPIB in Q2 2024 and has held it in 7 quarters since. The position peaked at $214K in Q3 2024. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Caldwell Trust held 6,109 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $204K as of Q2 2026.
  • Caldwell Trust bought 165 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $5.52K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Caldwell Trust's portfolio in Q2 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 7 quarters since.
  • Caldwell Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $214K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.