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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobi Capital Management's SPIB Position: Q1 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q1 2026, buying an estimated $209K and bringing the position to 40,579 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #238.

Jacobi Capital Management first reported a position in SPIB in Q2 2019 and has held it in 26 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Jacobi Capital Management held 40,579 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.36M as of Q1 2026.
  • Jacobi Capital Management bought 6,179 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $209K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Jacobi Capital Management's portfolio in Q1 2026, its #238 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 26 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.