Carnegie Investment Counsel’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Carnegie Investment Counsel’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	$37.7M	Sell	1,126,579 -1,876	-0.2%	-$62.8K	0.76%	30
2026 Q1	$37.8M	Buy	1,128,455 +5,313	+0.5%	+$180K	0.74%	34
2025 Q4	$38M	Buy	1,123,142 +7,735	+0.7%	+$262K	0.7%	34
2025 Q3	$37.8M	Buy	1,115,407 +28,821	+3%	+$970K	0.71%	34
2025 Q2	$36.5M	Buy	1,086,586 +26,238	+2%	+$869K	0.73%	30
2025 Q1	$35.2M	Buy	+1,060,348	New	+$35M	0.84%	29

Other funds holding SPIB

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Carnegie Investment Counsel's SPIB Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.17% in Q2 2026, selling an estimated $62.8K and leaving 1,126,579 shares worth $37.7M. The position accounts for 0.76% of the portfolio, ranked #30.

Carnegie Investment Counsel first reported a position in SPIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $38M in Q4 2025. 586 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Carnegie Investment Counsel held 1,126,579 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $37.7M as of Q2 2026.
Carnegie Investment Counsel sold 1,876 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $62.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.76% of Carnegie Investment Counsel's portfolio in Q2 2026, its #30 holding.
Carnegie Investment Counsel first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Carnegie Investment Counsel's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $38M in Q4 2025.
586 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.