CAI
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Capital Advisors Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capital Advisors Inc’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 		$66.3M Buy
1,980,361
+241,816
+14% +$8.09M 0.98% 34
2026
Q1 		$58.3M Sell
1,738,545
-7,494
-0.4% -$253K 0.94% 32
2025
Q4 		$59M Sell
1,746,039
-8,533
-0.5% -$289K 0.95% 37
2025
Q3 		$59.5M Sell
1,754,572
-10,652
-0.6% -$358K 0.99% 32
2025
Q2 		$59.3M Sell
1,765,224
-14,015
-0.8% -$464K 1.06% 31
2025
Q1 		$59.1M Sell
1,779,239
-36,707
-2% -$1.21M 1.18% 21
2024
Q4 		$59.5M Sell
1,815,946
-102,094
-5% -$3.38M 1.19% 23
2024
Q3 		$64.7M Buy
1,918,040
+2,338
+0.1% +$77.7K 1.3% 19
2024
Q2 		$62.4M Sell
1,915,702
-42,689
-2% -$1.38M 1.29% 17
2024
Q1 		$64M Sell
1,958,391
-16,504
-0.8% -$538K 1.37% 16
2023
Q4 		$64.8M Buy
1,974,895
+955,213
+94% +$30.4M 1.45% 15
2023
Q3 		$32.1M Sell
1,019,682
-20,961
-2% -$668K 0.84% 50
2023
Q2 		$33.4M Sell
1,040,643
-14,621
-1% -$472K 0.85% 47
2023
Q1 		$34.3M Buy
1,055,264
+7,742
+0.7% +$250K 0.92% 40
2022
Q4 		$33.3M Sell
1,047,522
-92,687
-8% -$2.93M 0.95% 38
2022
Q3 		$35.3M Sell
1,140,209
-74,223
-6% -$2.42M 1.09% 32
2022
Q2 		$39.6M Sell
1,214,432
-194,143
-14% -$6.42M 1.19% 27
2022
Q1 		$48.1M Buy
+1,408,575
New +$49.3M 1.32% 21
2021
Q2 		– Sell
-9,831
Closed -$356K – 248
2021
Q1 		$356K Buy
+9,831
New +$361K 0.01% 178

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

Capital Advisors Inc's SPIB Position: Q2 2026 in Review

Capital Advisors Inc increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2026, buying an estimated $8.09M and bringing the position to 1,980,361 shares worth $66.3M. The position accounts for 0.98% of the portfolio, ranked #34.

Capital Advisors Inc first reported a position in SPIB in Q1 2021 and has held it in 19 quarters since. 585 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Capital Advisors Inc held 1,980,361 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $66.3M as of Q2 2026.
  • Capital Advisors Inc bought 241,816 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $8.09M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.98% of Capital Advisors Inc's portfolio in Q2 2026, its #34 holding.
  • Capital Advisors Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.