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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
Q2 		$160K Buy
+4,794
New +$160K 0.04% 266
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 $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 22.9% 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

Cape Investment Advisory's SPIB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026: 4,794 shares worth $160K. The stake represents 0.04% of the portfolio and ranks #266 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPIB as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPIB in Q1 2023 and has held it in 12 quarters since. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cape Investment Advisory held 4,794 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $160K as of Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #266 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.