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Kagan Cocozza Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kagan Cocozza Asset 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 		$9.16M Sell
273,730
-2,707
-1% -$90.6K 5.74% 4
2026
Q1 		$9.27M Sell
276,437
-2,523
-0.9% -$85.3K 6.52% 4
2025
Q4 		$9.43M Buy
278,960
+30,805
+12% +$1.04M 6.71% 4
2025
Q3 		$8.41M Buy
248,155
+3,462
+1% +$116K 6.37% 4
2025
Q2 		$8.22M Buy
244,693
+3,039
+1% +$101K 6.3% 4
2025
Q1 		$8.03M Buy
241,654
+7,861
+3% +$259K 6.56% 4
2024
Q4 		$7.66M Buy
+233,793
New +$7.74M 6.36% 4

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Kagan Cocozza Asset Management's SPIB Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.98% in Q2 2026, selling an estimated $90.6K and leaving 273,730 shares worth $9.16M. The position accounts for 5.74% of the portfolio, ranked #4.

Kagan Cocozza Asset Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.43M in Q4 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Kagan Cocozza Asset Management held 273,730 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $9.16M as of Q2 2026.
  • Kagan Cocozza Asset Management sold 2,707 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $90.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 5.74% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #4 holding.
  • Kagan Cocozza Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.43M in Q4 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.