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Caliber Wealth Management (Kansas)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$212K Buy
6,318
+71
+1% +$2.4K 0.02% 260
2025
Q4 		$211K Sell
6,247
-413
-6% -$14K 0.02% 251
2025
Q3 		$226K Sell
6,660
-220
-3% -$7.4K 0.03% 232
2025
Q2 		$231K Buy
6,880
+441
+7% +$14.6K 0.02% 256
2025
Q1 		$214K Buy
+6,439
New +$212K 0.03% 233

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

Caliber Wealth Management (Kansas)'s SPIB Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q1 2026, buying an estimated $2.4K and bringing the position to 6,318 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #260.

Caliber Wealth Management (Kansas) first reported a position in SPIB in Q1 2025 and has held it in 5 quarters since. The position peaked at $231K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 6,318 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $212K as of Q1 2026.
  • Caliber Wealth Management (Kansas) bought 71 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $2.4K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #260 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $231K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.