Kestra Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Kestra Advisory Services’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	$4.44M	Sell	132,751 -8,430	-6%	-$282K	0.01%	908
2026 Q1	$4.74M	Sell	141,181 -31,276	-18%	-$1.06M	0.02%	823
2025 Q4	$5.83M	Buy	172,457 +15,944	+10%	+$540K	0.02%	638
2025 Q3	$5.3M	Buy	156,513 +22,594	+17%	+$760K	0.02%	651
2025 Q2	$4.5M	Buy	133,919 +22,427	+20%	+$743K	0.02%	688
2025 Q1	$3.71M	Buy	111,492 +9,348	+9%	+$308K	0.02%	706
2024 Q4	$3.35M	Sell	102,144 -9,430	-8%	-$312K	0.02%	752
2024 Q3	$3.76M	Buy	111,574 +12,318	+12%	+$409K	0.02%	680
2024 Q2	$3.23M	Buy	99,256 +12,061	+14%	+$391K	0.02%	750
2024 Q1	$2.85M	Buy	87,195 +14,931	+21%	+$487K	0.02%	730
2023 Q4	$2.37M	Buy	72,264 +3,766	+5%	+$120K	0.02%	725
2023 Q3	$2.15M	Buy	68,498 +41,486	+154%	+$1.32M	0.02%	661
2023 Q2	$867K	Buy	27,012 +2,206	+9%	+$71.2K	0.01%	1044
2023 Q1	$806K	Sell	24,806 -15,736	-39%	-$508K	0.01%	1048
2022 Q4	$1.29M	Buy	40,542 +2,006	+5%	+$63.4K	0.01%	941
2022 Q3	$1.21M	Buy	38,536 +5,722	+17%	+$187K	0.01%	884
2022 Q2	$1.07M	Sell	32,814 -17,614	-35%	-$582K	0.01%	947
2022 Q1	$1.72M	Buy	50,428 +790	+2%	+$27.7K	0.02%	728
2021 Q4	$1.79M	Buy	49,638 +6,677	+16%	+$242K	0.02%	723
2021 Q3	$1.57M	Buy	42,961 +10,598	+33%	+$390K	0.02%	804
2021 Q2	$1.19M	Sell	32,363 -4,247	-12%	-$155K	0.01%	861
2021 Q1	$1.33M	Buy	36,610 +1,786	+5%	+$65.5K	0.02%	753
2020 Q4	$1.29M	Sell	34,824 -126	-0.4%	-$4.65K	0.02%	752
2020 Q3	$1.28M	Buy	+34,950	New	+$1.29M	0.02%	552

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

Kestra Advisory Services's SPIB Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6% in Q2 2026, selling an estimated $282K and leaving 132,751 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #908.

Kestra Advisory Services first reported a position in SPIB in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.83M in Q4 2025. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Kestra Advisory Services held 132,751 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.44M as of Q2 2026.
Kestra Advisory Services sold 8,430 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $282K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #908 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.83M in Q4 2025.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.