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

Jacobi Capital Management’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	$1.44M	Buy	43,144 +2,565	+6%	+$85.8K	0.07%	246
2026 Q1	$1.36M	Buy	40,579 +6,179	+18%	+$209K	0.08%	238
2025 Q4	$1.16M	Buy	34,400 +25,366	+281%	+$859K	0.07%	260
2025 Q3	$306K	Sell	9,034 -586	-6%	-$19.7K	0.02%	508
2025 Q2	$323K	Buy	9,620 +521	+6%	+$17.2K	0.02%	484
2025 Q1	$302K	Sell	9,099 -15,631	-63%	-$515K	0.02%	479
2024 Q4	$810K	Buy	24,730 +109	+0.4%	+$3.61K	0.06%	279
2024 Q3	$830K	Buy	24,621 +4,530	+23%	+$151K	0.06%	280
2024 Q2	$654K	Buy	20,091 +13,937	+226%	+$451K	0.06%	281
2024 Q1	$201K	Sell	6,154 -19,839	-76%	-$647K	0.02%	466
2023 Q4	$853K	Sell	25,993 -663	-2%	-$21.1K	0.09%	210
2023 Q3	$838K	Buy	26,656 +486	+2%	+$15.5K	0.09%	198
2023 Q2	$840K	Buy	26,170 +5,005	+24%	+$162K	0.09%	202
2023 Q1	$688K	Buy	21,165 +364	+2%	+$11.7K	0.08%	220
2022 Q4	$662K	Buy	20,801 +906	+5%	+$28.6K	0.08%	220
2022 Q3	$623K	Buy	+19,895	New	+$648K	0.09%	212
2022 Q1	–	Sell	-13,878	Closed	-$502K	–	438
2021 Q4	$502K	Buy	13,878 +17	+0.1%	+$616	0.06%	275
2021 Q3	$506K	Buy	13,861 +1,622	+13%	+$59.6K	0.06%	247
2021 Q2	$449K	Buy	12,239 +1,176	+11%	+$42.9K	0.06%	253
2021 Q1	$401K	Sell	11,063 -168	-1%	-$6.17K	0.06%	250
2020 Q4	$418K	Buy	11,231 +7,434	+196%	+$274K	0.07%	231
2020 Q3	$140K	Buy	3,797 +668	+21%	+$24.6K	0.02%	345
2020 Q2	$114K	Buy	3,129 +264	+9%	+$9.39K	0.02%	351
2020 Q1	$97K	Buy	2,865 +1,991	+228%	+$69.8K	0.02%	329
2019 Q4	$31K	Buy	874 +350	+67%	+$12.3K	0.01%	547
2019 Q3	$18K	Hold	524	–	–	﹤0.01%	638
2019 Q2	$18K	Buy	+524	New	+$18K	﹤0.01%	641

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

Jacobi Capital Management's SPIB Position: Q2 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.3% in Q2 2026, buying an estimated $85.8K and bringing the position to 43,144 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #246.

Jacobi Capital Management first reported a position in SPIB in Q2 2019 and has held it in 27 quarters since. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Jacobi Capital Management held 43,144 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.44M as of Q2 2026.
Jacobi Capital Management bought 2,565 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $85.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of Jacobi Capital Management's portfolio in Q2 2026, its #246 holding.
Jacobi Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and has held it in 27 quarters since.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.