CRFG
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Columbia River Financial Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Columbia River Financial Group’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 		$246K Buy
7,359
+570
+8% +$19.1K 0.13% 55
2026
Q1 		$227K Buy
+6,789
New +$229K 0.13% 55
2025
Q2 		– Sell
-4,624
Closed -$153K – 102
2025
Q1 		$153K Sell
4,624
-2,480
-35% -$81.8K 0.1% 57
2024
Q4 		$232K Buy
+7,104
New +$235K 0.16% 49

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

Columbia River Financial Group's SPIB Position: Q2 2026 in Review

Columbia River Financial Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 8.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 7,359 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #55.

Columbia River Financial Group first reported a position in SPIB in Q4 2024 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Columbia River Financial Group held 7,359 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $246K as of Q2 2026.
  • Columbia River Financial Group bought 570 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $19.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.13% of Columbia River Financial Group's portfolio in Q2 2026, its #55 holding.
  • Columbia River Financial Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 4 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 Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.