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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
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
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

Kestra Advisory Services's SPIB Position: Q1 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 18% in Q1 2026, selling an estimated $1.06M and leaving 141,181 shares worth $4.74M. The position accounts for 0.02% of the portfolio, ranked #823.

Kestra Advisory Services first reported a position in SPIB in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.83M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Kestra Advisory Services held 141,181 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.74M as of Q1 2026.
  • Kestra Advisory Services sold 31,276 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.06M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #823 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 23 quarters since.
  • Kestra Advisory Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.83M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.