CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$149M	Buy	4,450,915 +173,886	+4%	+$5.82M	1.96%	11
2026 Q1	$143M	Sell	4,277,029 -2,236,623	-34%	-$75.6M	2.1%	11
2025 Q4	$220M	Buy	6,513,652 +495,900	+8%	+$16.8M	3.33%	6
2025 Q3	$204M	Buy	6,017,752 +504,977	+9%	+$17M	3.22%	6
2025 Q2	$185M	Buy	5,512,775 +474,631	+9%	+$15.7M	3.11%	6
2025 Q1	$167M	Buy	5,038,144 +1,180,900	+31%	+$38.9M	3.12%	6
2024 Q4	$126M	Buy	3,857,244 +228,359	+6%	+$7.56M	2.45%	9
2024 Q3	$122M	Buy	3,628,885 +304,321	+9%	+$10.1M	2.82%	10
2024 Q2	$108M	Buy	3,324,564 +217,982	+7%	+$7.06M	2.32%	12
2024 Q1	$102M	Buy	3,106,582 +161,824	+5%	+$5.28M	2.31%	12
2023 Q4	$96.7M	Buy	2,944,758 +114,472	+4%	+$3.64M	2.4%	15
2023 Q3	$89M	Buy	2,830,286 +221,150	+8%	+$7.04M	2.49%	15
2023 Q2	$83.8M	Buy	2,609,136 +183,731	+8%	+$5.93M	2.35%	16
2023 Q1	$78.8M	Buy	+2,425,405	New	+$78.2M	2.33%	16

Other funds holding SPIB

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's SPIB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.1% in Q2 2026, buying an estimated $5.82M and bringing the position to 4,450,915 shares worth $149M. The position accounts for 1.96% of the portfolio, ranked #11.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $220M in Q4 2025. 114 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 4,450,915 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $149M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 173,886 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $5.82M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.96% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #11 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $220M in Q4 2025.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.