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

Capital Investment 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 Q2	$1.37M	Sell	40,877 -6,923	-14%	-$232K	0.08%	240
2026 Q1	$1.6M	Buy	47,800 +9,007	+23%	+$304K	0.12%	176
2025 Q4	$1.31M	Buy	38,793 +13,274	+52%	+$450K	0.09%	212
2025 Q3	$865K	Sell	25,519 -1,435	-5%	-$48.3K	0.07%	272
2025 Q2	$905K	Buy	26,954 +1,162	+5%	+$38.5K	0.07%	244
2025 Q1	$857K	Buy	25,792 +1,918	+8%	+$63.2K	0.08%	234
2024 Q4	$782K	Buy	23,874 +14,399	+152%	+$477K	0.08%	223
2024 Q3	$319K	Buy	9,475 +1,618	+21%	+$53.8K	0.03%	393
2024 Q2	$256K	Hold	7,857	–	–	0.03%	428
2024 Q1	$257K	Sell	7,857 -226	-3%	-$7.37K	0.03%	431
2023 Q4	$265K	Sell	8,083 -33	-0.4%	-$1.05K	0.02%	423
2023 Q3	$255K	Sell	8,116 -832	-9%	-$26.5K	0.03%	412
2023 Q2	$287K	Buy	8,948 +318	+4%	+$10.3K	0.03%	376
2023 Q1	$280K	Sell	8,630 -104	-1%	-$3.35K	0.03%	375
2022 Q4	$278K	Buy	8,734 +87	+1%	+$2.75K	0.03%	384
2022 Q3	$271K	Sell	8,647 -221	-2%	-$7.2K	0.04%	364
2022 Q2	$289K	Sell	8,868 -132	-1%	-$4.36K	0.04%	365
2022 Q1	$307K	Buy	9,000 +2	+0%	+$70	0.03%	382
2021 Q4	$325K	Sell	8,998 -49	-0.5%	-$1.78K	0.04%	358
2021 Q3	$330K	Sell	9,047 -8	-0.1%	-$294	0.04%	340
2021 Q2	$332K	Sell	9,055 -66	-0.7%	-$2.41K	0.04%	348
2021 Q1	$331K	Buy	9,121 +367	+4%	+$13.5K	0.05%	320
2020 Q4	$325K	Sell	8,754 -67	-0.8%	-$2.47K	0.05%	319
2020 Q3	$324K	Sell	8,821 -392	-4%	-$14.4K	0.06%	266
2020 Q2	$337K	Sell	9,213 -2,215	-19%	-$78.8K	0.07%	233
2020 Q1	$389K	Buy	11,428 +7,135	+166%	+$250K	0.1%	192
2019 Q4	$152K	Buy	4,293 +1,701	+66%	+$60K	0.04%	317
2019 Q3	$91K	Sell	2,592 -15,808	-86%	-$555K	0.03%	418
2019 Q2	$642K	Buy	18,400 +1,072	+6%	+$36.8K	0.2%	109
2019 Q1	$592K	Buy	17,328 +6,974	+67%	+$234K	0.22%	92
2018 Q4	$342K	Sell	10,354 -98,410	-90%	-$3.24M	0.15%	132
2018 Q3	$3.62M	Buy	108,764 +14,571	+15%	+$485K	1.7%	9
2018 Q2	$3.14M	Buy	94,193 +16,040	+21%	+$534K	1.57%	12
2018 Q1	$2.62M	Buy	78,153 +10,440	+15%	+$352K	1.46%	14
2017 Q4	$2.32M	Buy	+67,713	New	+$2.33M	1.36%	15

Other funds holding SPIB

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Capital Investment Advisory Services's SPIB Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q2 2026, selling an estimated $232K and leaving 40,877 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #240.

Capital Investment Advisory Services first reported a position in SPIB in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.62M in Q3 2018. 218 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Capital Investment Advisory Services held 40,877 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.37M as of Q2 2026.
Capital Investment Advisory Services sold 6,923 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $232K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Capital Investment Advisory Services's portfolio in Q2 2026, its #240 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
Capital Investment Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.62M in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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