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

Cascade Financial Partners’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 		$7.96M Buy
237,891
+35,975
+18% +$1.2M 0.69% 32
2026
Q1 		$6.77M Buy
+201,916
New +$6.82M 0.7% 32

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

Cascade Financial Partners's SPIB Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q2 2026, buying an estimated $1.2M and bringing the position to 237,891 shares worth $7.96M. The position accounts for 0.69% of the portfolio, ranked #32.

Cascade Financial Partners first reported a position in SPIB in Q1 2026 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cascade Financial Partners held 237,891 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.96M as of Q2 2026.
  • Cascade Financial Partners bought 35,975 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.2M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.69% of Cascade Financial Partners's portfolio in Q2 2026, its #32 holding.
  • Cascade Financial Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.