Jacobi Capital Management
SPIB icon

Jacobi Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index 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
Q3 		$1.43M Buy
44,314
+1,170
+3% +$38.6K 0.07% 249
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% -$6.16K 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 $468B AUM 17.69% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
McMill Wealth Management
McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return
Dodds Wealth
Dodds Wealth Greenwood Village, Colorado $444M AUM 4.86% 1-Year Est. Return

Jacobi Capital Management's SPIB Position: Q3 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) stake by 2.7% in Q3 2026, buying an estimated $38.6K and bringing the position to 44,314 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #249.

Jacobi Capital Management first reported a position in SPIB in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.44M in Q2 2026. 410 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Jacobi Capital Management held 44,314 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF worth $1.43M as of Q3 2026.
  • Jacobi Capital Management bought 1,170 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q3 2026, an estimated $38.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF made up 0.07% of Jacobi Capital Management's portfolio in Q3 2026, its #249 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q2 2019 and has held it in 28 quarters since.
  • Jacobi Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $1.44M in Q2 2026.
  • 410 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.