Cassaday & Co Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Cassaday & Co Wealth Management’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	$37.3K	Sell	1,154 -385	-25%	-$12.7K	﹤0.01%	692
2026 Q2	$51.5K	Hold	1,539	–	–	﹤0.01%	617
2026 Q1	$51.6K	Buy	+1,539	New	+$52K	﹤0.01%	603

Other funds holding SPIB

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

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Cassaday & Co Wealth Management's SPIB Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 25% in Q3 2026, selling an estimated $12.7K and leaving 1,154 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Cassaday & Co Wealth Management first reported a position in SPIB in Q1 2026 and has held it in 3 quarters since. The position peaked at $51.6K in Q1 2026. 199 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

Cassaday & Co Wealth Management held 1,154 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $37.3K as of Q3 2026.
Cassaday & Co Wealth Management sold 385 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $12.7K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #692 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
Cassaday & Co Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $51.6K in Q1 2026.
199 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.