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

Collier Financial’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 		$10.6M Buy
315,654
+10,949
+4% +$366K 7.23% 6
2026
Q1 		$10.2M Buy
304,705
+2,953
+1% +$99.8K 7.79% 5
2025
Q4 		$10.2M Buy
301,752
+19,513
+7% +$661K 7.66% 5
2025
Q3 		$9.57M Buy
+282,239
New +$9.5M 7.19% 6
2025
Q1 		$7.94M Buy
238,978
+225,123
+1,625% +$7.42M 6.75% 6
2024
Q4 		$454K Buy
+13,855
New +$459K 0.41% 25

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

Collier Financial's SPIB Position: Q2 2026 in Review

Collier Financial increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.6% in Q2 2026, buying an estimated $366K and bringing the position to 315,654 shares worth $10.6M. The position accounts for 7.23% of the portfolio, ranked #6.

Collier Financial first reported a position in SPIB in Q4 2024 and has held it in 6 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Collier Financial held 315,654 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $10.6M as of Q2 2026.
  • Collier Financial bought 10,949 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $366K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 7.23% of Collier Financial's portfolio in Q2 2026, its #6 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.