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

Carlson Financial’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 		$209K Buy
6,233
+69
+1% +$2.31K 0.11% 184
2026
Q1 		$207K Sell
6,164
-952
-13% -$32.2K 0.12% 170
2025
Q4 		$241K Buy
+7,116
New +$241K 0.14% 154

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

Carlson Financial's SPIB Position: Q2 2026 in Review

Carlson Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.1% in Q2 2026, buying an estimated $2.31K and bringing the position to 6,233 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #184.

Carlson Financial first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Carlson Financial held 6,233 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $209K as of Q2 2026.
  • Carlson Financial bought 69 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $2.31K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Carlson Financial's portfolio in Q2 2026, its #184 holding.
  • Carlson Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $241K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.