CCWM
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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
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

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

Cassaday & Co Wealth Management's SPIB Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q2 2026 at 1,539 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Cassaday & Co Wealth Management first reported a position in SPIB in Q1 2026 and has held it in 2 quarters since. The position peaked at $51.6K in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,539 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $51.5K as of Q2 2026.
  • Cassaday & Co Wealth Management left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #617 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 2 quarters since.
  • Cassaday & Co Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $51.6K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.