Capital Advisory Group Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capital Advisory Group Advisory Services’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	-66,475	Closed	-$2.25M	–	133
2025 Q4	$2.25M	Buy	66,475 +8,550	+15%	+$290K	0.66%	44
2025 Q3	$1.96M	Buy	57,925 +37,425	+183%	+$1.26M	0.61%	50
2025 Q2	$688K	Buy	20,500 +13,600	+197%	+$450K	0.25%	89
2025 Q1	$229K	Buy	+6,900	New	+$227K	0.09%	157
2022 Q3	–	Sell	-12	Closed	–	–	186
2022 Q2	$0	Hold	12	–	–	﹤0.01%	446
2022 Q1	$0	Sell	12 -44,054	-100%	-$1.54M	﹤0.01%	519
2021 Q4	$1.35M	Buy	44,066 +44,054	+367,117%	+$1.6M	0.59%	50
2021 Q3	$0	Hold	12	–	–	﹤0.01%	568
2021 Q2	$0	Hold	12	–	–	﹤0.01%	555
2021 Q1	$0	Buy	+12	New	+$440	﹤0.01%	558
2020 Q2	–	Sell	-48	Closed	-$2K	–	508
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	389
2019 Q4	$2K	Buy	+48	New	+$1.69K	﹤0.01%	187

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Advisory Group Advisory Services's SPIB Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2026, closing a stake of 66,475 shares — an estimated $2.25M sold.

Capital Advisory Group Advisory Services first reported a position in SPIB in Q4 2019 and held it in 12 quarters. The position peaked at $2.25M in Q4 2025. 574 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 66,475 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $2.25M.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
Capital Advisory Group Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.25M in Q4 2025.
574 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.