CFS
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Coordinated Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Coordinated Financial Services’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
Q1 		$1.01M Buy
29,993
+463
+2% +$15.6K 0.58% 50
2025
Q4 		$998K Sell
29,530
-578
-2% -$19.6K 0.57% 50
2025
Q3 		$1.02M Buy
30,108
+717
+2% +$24.1K 0.65% 44
2025
Q2 		$987K Sell
29,391
-1,005
-3% -$33.3K 0.68% 45
2025
Q1 		$1.01M Buy
30,396
+1,859
+7% +$61.3K 0.77% 38
2024
Q4 		$935K Buy
+28,537
New +$945K 0.73% 40
2024
Q2 		$548K Buy
16,844
+6,965
+71% +$226K 0.47% 62
2024
Q1 		$323K Buy
+9,879
New +$322K 0.28% 86

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coordinated Financial Services's SPIB Position: Q1 2026 in Review

Coordinated Financial Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q1 2026, buying an estimated $15.6K and bringing the position to 29,993 shares worth $1.01M. The position accounts for 0.58% of the portfolio, ranked #50.

Coordinated Financial Services first reported a position in SPIB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Coordinated Financial Services held 29,993 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.01M as of Q1 2026.
  • Coordinated Financial Services bought 463 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $15.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.58% of Coordinated Financial Services's portfolio in Q1 2026, its #50 holding.
  • Coordinated Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.02M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.