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

Carter Financial Group’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 Q3	$359K	Buy	11,128 +775	+7%	+$25.6K	0.18%	91
2026 Q2	$346K	Sell	10,353 -9	-0.1%	-$301	0.18%	90
2026 Q1	$348K	Sell	10,362 -216	-2%	-$7.3K	0.22%	79
2025 Q4	$358K	Sell	10,578 -730	-6%	-$24.7K	0.21%	81
2025 Q3	$383K	Sell	11,308 -360	-3%	-$12.1K	0.23%	69
2025 Q2	$392K	Buy	+11,668	New	+$386K	0.26%	67

Other funds holding SPIB

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Carter Financial Group's SPIB Position: Q3 2026 in Review

Carter Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 7.5% in Q3 2026, buying an estimated $25.6K and bringing the position to 11,128 shares worth $359K. The position accounts for 0.18% of the portfolio, ranked #91.

Carter Financial Group first reported a position in SPIB in Q2 2025 and has held it in 6 quarters since. The position peaked at $392K in Q2 2025. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Carter Financial Group held 11,128 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $359K as of Q3 2026.
Carter Financial Group bought 775 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $25.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Carter Financial Group's portfolio in Q3 2026, its #91 holding.
Carter Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Carter Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $392K in Q2 2025.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.