CFP
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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cypress Financial Planning's SPIB Position: Q2 2026 in Review

Cypress Financial Planning reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.2% in Q2 2026, selling an estimated $6.69K and leaving 17,087 shares worth $572K. The position accounts for 0.14% of the portfolio, ranked #61.

Cypress Financial Planning first reported a position in SPIB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2022. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Cypress Financial Planning held 17,087 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $572K as of Q2 2026.
  • Cypress Financial Planning sold 200 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $6.69K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.14% of Cypress Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Cypress Financial Planning first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Cypress Financial Planning's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.22M in Q4 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.