CoreCap Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

CoreCap 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 Q3	$181K	Buy	5,598 +213	+4%	+$7.03K	0.01%	884
2026 Q2	$180K	Sell	5,385 -216	-4%	-$7.23K	0.01%	896
2026 Q1	$188K	Buy	5,601 +71	+1%	+$2.4K	0.01%	822
2025 Q4	$187K	Sell	5,530 -840	-13%	-$28.4K	0.01%	819
2025 Q3	$216K	Buy	6,370 +973	+18%	+$32.7K	0.01%	780
2025 Q2	$181K	Sell	5,397 -129	-2%	-$4.27K	0.01%	772
2025 Q1	$184K	Sell	5,526 -406	-7%	-$13.4K	0.01%	701
2024 Q4	$194K	Buy	5,932 +3,700	+166%	+$122K	0.01%	715
2024 Q3	$75.2K	Buy	2,232 +453	+25%	+$15.1K	﹤0.01%	1026
2024 Q2	$57.9K	Sell	1,779 -902	-34%	-$29.2K	0.01%	631
2024 Q1	$87.6K	Buy	+2,681	New	+$87.5K	﹤0.01%	889
2022 Q4	$116K	Buy	+3,632	New	+$115K	0.01%	683
2022 Q3	–	Sell	-5,578	Closed	-$182K	–	1858
2022 Q2	$182K	Sell	5,578 -944	-14%	-$31.2K	0.01%	539
2022 Q1	$223K	Sell	6,522 -1,380	-17%	-$48.3K	0.02%	485
2021 Q4	$286K	Buy	+7,902	New	+$286K	0.02%	457

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

CoreCap Advisors's SPIB Position: Q3 2026 in Review

CoreCap Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4% in Q3 2026, buying an estimated $7.03K and bringing the position to 5,598 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #884.

CoreCap Advisors first reported a position in SPIB in Q4 2021 and has held it in 15 quarters since. The position peaked at $286K in Q4 2021. 155 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

CoreCap Advisors held 5,598 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $181K as of Q3 2026.
CoreCap Advisors bought 213 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $7.03K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #884 holding.
CoreCap Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $286K in Q4 2021.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.