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

Churchill Financial Advisors’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 		$555K Buy
16,587
+2,955
+22% +$98.9K 0.11% 90
2026
Q1 		$457K Buy
13,632
+2,816
+26% +$95.2K 0.1% 97
2025
Q4 		$366K Buy
+10,816
New +$366K 0.11% 101

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Churchill Financial Advisors's SPIB Position: Q2 2026 in Review

Churchill Financial Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 22% in Q2 2026, buying an estimated $98.9K and bringing the position to 16,587 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #90.

Churchill Financial Advisors first reported a position in SPIB in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Churchill Financial Advisors held 16,587 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $555K as of Q2 2026.
  • Churchill Financial Advisors bought 2,955 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $98.9K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Churchill Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Churchill Financial Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.