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

Cornerstone 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 		$19.6M Buy
584,745
+115,213
+25% +$3.86M 0.84% 20
2026
Q1 		$15.7M Buy
469,532
+78,948
+20% +$2.67M 0.79% 22
2025
Q4 		$13.2M Buy
390,584
+56,265
+17% +$1.91M 0.69% 26
2025
Q3 		$11.3M Buy
334,319
+18,148
+6% +$611K 0.63% 30
2025
Q2 		$10.6M Buy
316,171
+35,742
+13% +$1.18M 0.64% 29
2025
Q1 		$9.32M Buy
280,429
+19,795
+8% +$653K 0.63% 33
2024
Q4 		$8.54M Buy
260,634
+47,250
+22% +$1.56M 0.58% 36
2024
Q3 		$7.19M Buy
213,384
+17,574
+9% +$584K 0.51% 48
2024
Q2 		$6.38M Buy
195,810
+19,653
+11% +$637K 0.49% 47
2024
Q1 		$5.76M Buy
176,157
+14,817
+9% +$483K 0.47% 49
2023
Q4 		$5.3M Buy
161,340
+21,822
+16% +$693K 0.46% 52
2023
Q3 		$4.39M Buy
139,518
+13,610
+11% +$433K 0.41% 54
2023
Q2 		$4.04M Buy
125,908
+28,865
+30% +$932K 0.36% 58
2023
Q1 		$3.15M Buy
+97,043
New +$3.13M 0.31% 73
2022
Q3 		$3.19M Buy
101,850
+18,751
+23% +$611K 0.36% 67
2022
Q2 		$2.71M Buy
83,099
+8,836
+12% +$292K 0.3% 73
2022
Q1 		$2.54M Sell
74,263
-12,055
-14% -$422K 0.25% 82
2021
Q4 		$3.12M Buy
86,318
+14,341
+20% +$520K 0.3% 79
2021
Q3 		$2.63M Buy
71,977
+10,564
+17% +$388K 0.28% 81
2021
Q2 		$2.25M Buy
61,413
+9,839
+19% +$359K 0.24% 96
2021
Q1 		$1.87M Buy
51,574
+27,737
+116% +$1.02M 0.22% 102
2020
Q4 		$886K Buy
23,837
+8,473
+55% +$313K 0.11% 171
2020
Q3 		$565K Buy
15,364
+6,409
+72% +$236K 0.08% 204
2020
Q2 		$327K Buy
+8,955
New +$319K 0.05% 270
2019
Q4 		– Sell
-6,655
Closed -$235K – 368
2019
Q3 		$235K Sell
6,655
-2,102
-24% -$73.7K 0.04% 303
2019
Q2 		$307K Sell
8,757
-44
-0.5% -$1.51K 0.06% 275
2019
Q1 		$303K Sell
8,801
-76
-0.9% -$2.55K 0.04% 388
2018
Q4 		$293K Buy
+8,877
New +$293K 0.06% 263

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

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 25% in Q2 2026, buying an estimated $3.86M and bringing the position to 584,745 shares worth $19.6M. The position accounts for 0.84% of the portfolio, ranked #20.

Cornerstone Wealth Management first reported a position in SPIB in Q4 2018 and has held it in 28 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cornerstone Wealth Management held 584,745 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $19.6M as of Q2 2026.
  • Cornerstone Wealth Management bought 115,213 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $3.86M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.84% of Cornerstone Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2018 and has held it in 28 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.