Cypress Financial Planning
SPIB icon

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

Cypress Financial Planning’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 		– Sell
-17,087
Closed -$572K – 114
2026
Q2 		$572K Sell
17,087
-200
-1% -$6.69K 0.14% 61
2026
Q1 		$580K Sell
17,287
-731
-4% -$24.7K 0.16% 56
2025
Q4 		$610K Buy
18,018
+8,111
+82% +$275K 0.17% 56
2025
Q3 		$336K Buy
9,907
+14
+0.1% +$471 0.1% 65
2025
Q2 		$332K Sell
9,893
-456
-4% -$15.1K 0.11% 64
2025
Q1 		$344K Sell
10,349
-343
-3% -$11.3K 0.12% 58
2024
Q4 		$350K Buy
10,692
+36
+0.3% +$1.19K 0.13% 54
2024
Q3 		$359K Sell
10,656
-2,439
-19% -$81.1K 0.13% 54
2024
Q2 		$426K Sell
13,095
-331
-2% -$10.7K 0.18% 43
2024
Q1 		$439K Sell
13,426
-2,365
-15% -$77.1K 0.2% 40
2023
Q4 		$515K Buy
15,791
+1,837
+13% +$58.4K 0.47% 20
2023
Q3 		$439K Buy
13,954
+1,100
+9% +$35K 0.25% 32
2023
Q2 		$411K Sell
12,854
-1,857
-13% -$60K 0.23% 36
2023
Q1 		$479K Sell
14,711
-23,357
-61% -$753K 0.29% 31
2022
Q4 		$1.22M Buy
38,068
+21,720
+133% +$687K 0.81% 17
2022
Q3 		$512K Sell
16,348
-126
-0.8% -$4.11K 0.36% 27
2022
Q2 		$538K Buy
+16,474
New +$545K 0.37% 26

Other funds holding SPIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Cypress Financial Planning's SPIB Position: Q3 2026 in Review

Cypress Financial Planning sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2026, closing a stake of 17,087 shares — an estimated $572K sold.

Cypress Financial Planning first reported a position in SPIB in Q2 2022 and held it in 17 quarters. The position peaked at $1.22M in Q4 2022. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Cypress Financial Planning reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 17,087 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $572K.
  • Cypress Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and held it in 17 quarters.
  • Cypress Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.22M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.