J.W. Cole Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

J.W. Cole 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 Q2	$418K	Buy	12,481 +5,077	+69%	+$170K	0.01%	1106
2026 Q1	$248K	Sell	7,404 -1,176	-14%	-$39.7K	0.01%	683
2025 Q4	$267K	Buy	8,580 +386	+5%	+$13.1K	0.01%	1154
2025 Q3	$278K	Sell	8,194 -4,003	-33%	-$135K	0.01%	1254
2025 Q2	$410K	Buy	12,197 +5,569	+84%	+$184K	0.01%	999
2025 Q1	$220K	Sell	6,628 -65,635	-91%	-$2.16M	0.01%	1103
2024 Q4	$2.37M	Buy	72,263 +26,437	+58%	+$875K	0.1%	215
2024 Q3	$1.54M	Buy	+45,826	New	+$1.52M	0.06%	298
2022 Q2	–	Sell	-8,327	Closed	-$284K	–	804
2022 Q1	$284K	Buy	8,327 +745	+10%	+$26.1K	0.02%	638
2021 Q4	$274K	Buy	+7,582	New	+$275K	0.02%	681
2021 Q3	–	Sell	-5,485	Closed	-$201K	–	727
2021 Q2	$201K	Sell	5,485 -41	-0.7%	-$1.5K	0.02%	702
2021 Q1	$200K	Buy	+5,526	New	+$203K	0.02%	630

Other funds holding SPIB

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

J.W. Cole Advisors's SPIB Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 69% in Q2 2026, buying an estimated $170K and bringing the position to 12,481 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1106.

J.W. Cole Advisors first reported a position in SPIB in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2024. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

J.W. Cole Advisors held 12,481 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $418K as of Q2 2026.
J.W. Cole Advisors bought 5,077 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $170K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1106 holding.
J.W. Cole Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021 and has held it in 12 quarters since.
J.W. Cole Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.37M in Q4 2024.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.