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Cape Investment Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cape Investment Advisory’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 		– Sell
-4,742
Closed -$160K – 1060
2025
Q4 		$160K Buy
+4,742
New +$161K 0.05% 233
2025
Q3 		– Sell
-2,830
Closed -$95K – 1153
2025
Q2 		$95K Buy
2,830
+39
+1% +$1.29K 0.03% 275
2025
Q1 		$92.8K Buy
2,791
+66
+2% +$2.18K 0.04% 256
2024
Q4 		$89.3K Buy
2,725
+982
+56% +$32.5K 0.03% 256
2024
Q3 		$58.8K Sell
1,743
-5
-0.3% -$166 0.02% 302
2024
Q2 		$56.9K Buy
1,748
+393
+29% +$12.7K 0.03% 281
2024
Q1 		$44.3K Sell
1,355
-272
-17% -$8.87K 0.02% 324
2023
Q4 		$53.4K Hold
1,627
– – 0.03% 338
2023
Q3 		$51.2K Sell
1,627
-8
-0.5% -$255 0.03% 289
2023
Q2 		$52.5K Buy
1,635
+1,471
+897% +$47.5K 0.03% 277
2023
Q1 		$5.33K Buy
+164
New +$5.29K ﹤0.01% 657

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

Cape Investment Advisory's SPIB Position: Q1 2026 in Review

Cape Investment Advisory sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 4,742 shares — an estimated $160K sold.

Cape Investment Advisory first reported a position in SPIB in Q1 2023 and held it in 11 quarters. The position peaked at $160K in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Cape Investment Advisory reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 4,742 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $160K.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $160K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.