CAPTRUST Financial Advisors
SPIB icon

CAPTRUST Financial Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CAPTRUST Financial Advisors’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 		$830K Buy
24,755
+1,595
+7% +$53.9K ﹤0.01% 1705
2025
Q4 		$783K Sell
23,160
-1,294
-5% -$43.8K ﹤0.01% 1640
2025
Q3 		$829K Sell
24,454
-8,506
-26% -$286K ﹤0.01% 1538
2025
Q2 		$1.11M Buy
32,960
+989
+3% +$32.7K ﹤0.01% 1301
2025
Q1 		$1.06M Sell
31,971
-4,419
-12% -$146K ﹤0.01% 1235
2024
Q4 		$1.19M Sell
36,390
-2,915
-7% -$96.5K ﹤0.01% 1149
2024
Q3 		$1.32M Buy
39,305
+343
+0.9% +$11.4K ﹤0.01% 1030
2024
Q2 		$1.27M Sell
38,962
-2,773
-7% -$89.8K ﹤0.01% 1025
2024
Q1 		$1.36M Sell
41,735
-47,759
-53% -$1.56M 0.01% 970
2023
Q4 		$2.94M Sell
89,494
-950
-1% -$30.2K 0.01% 748
2023
Q3 		$2.84M Sell
90,444
-4,710
-5% -$150K 0.01% 723
2023
Q2 		$3.03M Sell
95,154
-22,591
-19% -$729K 0.01% 682
2023
Q1 		$3.8M Sell
117,745
-17,616
-13% -$568K 0.02% 540
2022
Q4 		$4.28M Sell
135,361
-52,336
-28% -$1.65M 0.02% 473
2022
Q3 		$5.86M Sell
187,697
-61,081
-25% -$1.99M 0.03% 365
2022
Q2 		$8.09M Buy
248,778
+20,922
+9% +$692K 0.05% 281
2022
Q1 		$7.78M Buy
227,856
+1,372
+0.6% +$48K 0.05% 275
2021
Q4 		$8.19M Buy
226,484
+638
+0.3% +$23.1K 0.06% 264
2021
Q3 		$8.25M Buy
225,846
+12,902
+6% +$474K 0.07% 235
2021
Q2 		$7.82M Buy
212,944
+1,016
+0.5% +$37.1K 0.07% 230
2021
Q1 		$7.68M Buy
211,928
+4,143
+2% +$152K 0.08% 213
2020
Q4 		$7.72M Buy
207,785
+7,572
+4% +$279K 0.1% 186
2020
Q3 		$7.37M Buy
200,213
+7,385
+4% +$272K 0.12% 170
2020
Q2 		$7.06M Buy
192,828
+7,259
+4% +$258K 0.12% 174
2020
Q1 		$6.28M Buy
185,569
+42,021
+29% +$1.47M 0.14% 163
2019
Q4 		$5.07M Buy
143,548
+143,485
+227,754% +$5.06M 0.08% 232
2019
Q3 		$2K Buy
+63
New +$2.21K ﹤0.01% 1807
2018
Q3 		– Sell
-4,125
Closed -$137K – 1689
2018
Q2 		$137K Buy
+4,125
New +$137K 0.01% 441

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

CAPTRUST Financial Advisors's SPIB Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.9% in Q1 2026, buying an estimated $53.9K and bringing the position to 24,755 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

CAPTRUST Financial Advisors first reported a position in SPIB in Q2 2018 and has held it in 28 quarters since. The position peaked at $8.25M in Q3 2021. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • CAPTRUST Financial Advisors held 24,755 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $830K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,595 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $53.9K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1705 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.25M in Q3 2021.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.