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Capital Analysts LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Capital Analysts LLC’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 		$84.5M Buy
2,520,753
+806,799
+47% +$27.3M 2.22% 5
2025
Q4 		$57.9M Sell
1,713,954
-7,830
-0.5% -$265K 1.6% 10
2025
Q3 		$58.4M Buy
1,721,784
+289,802
+20% +$9.75M 1.7% 10
2025
Q2 		$48.1M Sell
1,431,982
-38,239
-3% -$1.27M 1.6% 11
2025
Q1 		$48.9M Buy
1,470,221
+1,038,458
+241% +$34.2M 1.82% 10
2024
Q4 		$14.1M Buy
431,763
+9,162
+2% +$303K 0.57% 35
2024
Q3 		$14.2M Buy
422,601
+5,056
+1% +$168K 0.58% 35
2024
Q2 		$13.6M Buy
417,545
+6,761
+2% +$219K 0.6% 33
2024
Q1 		$13.4M Buy
410,784
+14,318
+4% +$467K 0.63% 31
2023
Q4 		$13M Sell
396,466
-39,249
-9% -$1.25M 0.66% 29
2023
Q3 		$13.7M Buy
435,715
+64,467
+17% +$2.05M 0.76% 23
2023
Q2 		$11.9M Buy
371,248
+14,740
+4% +$476K 0.66% 23
2023
Q1 		$11.6M Buy
356,508
+15,200
+4% +$490K 0.66% 25
2022
Q4 		$10.9M Buy
341,308
+23,896
+8% +$756K 0.66% 24
2022
Q3 		$9.94M Buy
317,412
+9,992
+3% +$326K 0.69% 26
2022
Q2 		$10M Buy
307,420
+18,097
+6% +$598K 0.7% 23
2022
Q1 		$9.88M Sell
289,323
-5,682
-2% -$199K 0.63% 25
2021
Q4 		$10.7M Buy
295,005
+5,977
+2% +$217K 0.65% 25
2021
Q3 		$10.6M Buy
289,028
+2,115
+0.7% +$77.8K 0.69% 22
2021
Q2 		$10.5M Sell
286,913
-14,936
-5% -$545K 0.71% 22
2021
Q1 		$10.9M Buy
301,849
+4,879
+2% +$179K 0.76% 20
2020
Q4 		$11M Buy
296,970
+5,776
+2% +$213K 0.97% 20
2020
Q3 		$10.7M Buy
291,194
+22,365
+8% +$823K 1.02% 20
2020
Q2 		$9.82M Buy
268,829
+7,822
+3% +$278K 1.03% 19
2020
Q1 		$8.88M Sell
261,007
-11,996
-4% -$421K 1.09% 17
2019
Q4 		$9.64M Buy
273,003
+4,148
+2% +$146K 0.95% 18
2019
Q3 		$9.48M Buy
268,855
+5,347
+2% +$188K 1% 18
2019
Q2 		$9.2M Buy
263,508
+8,231
+3% +$282K 1% 17
2019
Q1 		$8.72M Buy
255,277
+10,643
+4% +$358K 1.01% 14
2018
Q4 		$8.08M Buy
244,634
+295
+0.1% +$9.72K 1.06% 14
2018
Q3 		$8.14M Buy
+244,339
New +$8.14M 0.93% 15
2018
Q2 		– Sell
-180
Closed -$6K – 596
2018
Q1 		$6K Buy
+180
New +$6.07K ﹤0.01% 490
2015
Q3 		– Sell
-1,450
Closed -$49.3K – 384
2015
Q2 		$49.3K Buy
+1,450
New +$49.7K 0.01% 282

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

Capital Analysts LLC's SPIB Position: Q1 2026 in Review

Capital Analysts LLC increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 47% in Q1 2026, buying an estimated $27.3M and bringing the position to 2,520,753 shares worth $84.5M. The position accounts for 2.22% of the portfolio, ranked #5.

Capital Analysts LLC first reported a position in SPIB in Q2 2015 and has held it in 33 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Capital Analysts LLC held 2,520,753 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $84.5M as of Q1 2026.
  • Capital Analysts LLC bought 806,799 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $27.3M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.22% of Capital Analysts LLC's portfolio in Q1 2026, its #5 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2015 and has held it in 33 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.