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Gilbert Capital Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Gilbert Capital Group’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 		$1.88M Sell
56,114
-3,198
-5% -$107K 1.32% 20
2026
Q1 		$1.99M Buy
59,312
+13,147
+28% +$444K 1.54% 15
2025
Q4 		$1.56M Buy
46,165
+11,347
+33% +$384K 1.17% 21
2025
Q3 		$1.18M Buy
34,818
+3,626
+12% +$122K 0.91% 24
2025
Q2 		$1.05M Buy
+31,192
New +$1.03M 0.87% 26

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

Gilbert Capital Group's SPIB Position: Q2 2026 in Review

Gilbert Capital Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 5.4% in Q2 2026, selling an estimated $107K and leaving 56,114 shares worth $1.88M. The position accounts for 1.32% of the portfolio, ranked #20.

Gilbert Capital Group first reported a position in SPIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2026. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Gilbert Capital Group held 56,114 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.88M as of Q2 2026.
  • Gilbert Capital Group sold 3,198 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $107K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.32% of Gilbert Capital Group's portfolio in Q2 2026, its #20 holding.
  • Gilbert Capital Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gilbert Capital Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.99M in Q1 2026.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.