CWM
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Collaborative Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Collaborative 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 		$1.17M Buy
34,838
+2,975
+9% +$99.6K 0.49% 34
2026
Q1 		$1.07M Sell
31,863
-302
-0.9% -$10.2K 0.49% 32
2025
Q4 		$1.09M Buy
32,165
+673
+2% +$22.8K 0.38% 60
2025
Q3 		$1.07M Sell
31,492
-1,722
-5% -$57.9K 0.43% 52
2025
Q2 		$1.12M Buy
33,214
+1,891
+6% +$62.6K 0.49% 44
2025
Q1 		$1.04M Sell
31,323
-587
-2% -$19.4K 0.49% 46
2024
Q4 		$1.05M Buy
31,910
+2,028
+7% +$67.1K 0.47% 47
2024
Q3 		$1.01M Buy
29,882
+1,708
+6% +$56.8K 0.46% 48
2024
Q2 		$917K Buy
28,174
+62
+0.2% +$2.01K 0.45% 51
2024
Q1 		$919K Buy
28,112
+1,060
+4% +$34.6K 0.46% 52
2023
Q4 		$888K Buy
27,052
+802
+3% +$25.5K 0.48% 53
2023
Q3 		$826K Sell
26,250
-665
-2% -$21.2K 0.49% 49
2023
Q2 		$864K Buy
26,915
+1,452
+6% +$46.9K 0.51% 47
2023
Q1 		$827K Buy
25,463
+2,840
+13% +$91.6K 0.52% 49
2022
Q4 		$720K Sell
22,623
-22
-0.1% -$696 0.47% 65
2022
Q3 		$709K Sell
22,645
-1,967
-8% -$64.1K 0.5% 61
2022
Q2 		$803K Buy
+24,612
New +$814K 0.53% 60
2021
Q4 		$931K Buy
+25,751
New +$933K 0.51% 60
2021
Q1 		$913K Buy
+26,728
New +$981K 0.53% 57

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

Collaborative Wealth Management's SPIB Position: Q2 2026 in Review

Collaborative Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 9.3% in Q2 2026, buying an estimated $99.6K and bringing the position to 34,838 shares worth $1.17M. The position accounts for 0.49% of the portfolio, ranked #34.

Collaborative Wealth Management first reported a position in SPIB in Q1 2021 and has held it in 19 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Collaborative Wealth Management held 34,838 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.17M as of Q2 2026.
  • Collaborative Wealth Management bought 2,975 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $99.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.49% of Collaborative Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Collaborative Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 19 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 Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.