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 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 $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's SPIB Position: Q1 2026 in Review

J.W. Cole Advisors reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 14% in Q1 2026, selling an estimated $39.7K and leaving 7,404 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #683.

J.W. Cole Advisors first reported a position in SPIB in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

J.W. Cole Advisors held 7,404 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $248K as of Q1 2026.
J.W. Cole Advisors sold 1,176 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $39.7K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #683 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 11 quarters since.
J.W. Cole Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.37M in Q4 2024.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.