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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
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

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

Carter Financial Group's SPIB Position: Q1 2026 in Review

Carter Financial Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2% in Q1 2026, selling an estimated $7.3K and leaving 10,362 shares worth $348K. The position accounts for 0.22% of the portfolio, ranked #79.

Carter Financial Group first reported a position in SPIB in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Carter Financial Group held 10,362 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $348K as of Q1 2026.
  • Carter Financial Group sold 216 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $7.3K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.22% of Carter Financial Group's portfolio in Q1 2026, its #79 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 4 quarters since.
  • Carter Financial Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $392K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.