KFI
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Key Financial Inc’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Key Financial Inc’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 		– Sell
-349
Closed -$11.7K – 1442
2026
Q1 		$11.7K Sell
349
-3,455
-91% -$117K ﹤0.01% 849
2025
Q4 		$129K Buy
3,804
+217
+6% +$7.35K 0.02% 355
2025
Q3 		$121K Sell
3,587
-531
-13% -$17.9K 0.02% 360
2025
Q2 		$138K Hold
4,118
– – 0.03% 332
2025
Q1 		$137K Buy
4,118
+3,455
+521% +$114K 0.03% 314
2024
Q4 		$21.7K Buy
663
+621
+1,479% +$20.6K ﹤0.01% 637
2024
Q3 		$1.42K Hold
42
– – ﹤0.01% 1149
2024
Q2 		$1.37K Hold
42
– – ﹤0.01% 1147
2024
Q1 		$1.37K Hold
42
– – ﹤0.01% 1145
2023
Q4 		$1.38K Hold
42
– – ﹤0.01% 1142
2023
Q3 		$1.32K Hold
42
– – ﹤0.01% 1155
2023
Q2 		$1.35K Hold
42
– – ﹤0.01% 1206
2023
Q1 		$1.36K Hold
42
– – ﹤0.01% 996
2022
Q4 		$1.31K Hold
42
– – ﹤0.01% 1001
2022
Q3 		$1K Hold
42
– – ﹤0.01% 1075
2022
Q2 		$1K Hold
42
– – ﹤0.01% 1052
2022
Q1 		$1K Hold
42
– – ﹤0.01% 1037
2021
Q4 		$2K Hold
42
– – ﹤0.01% 842
2021
Q3 		$2K Hold
42
– – ﹤0.01% 821
2021
Q2 		$2K Buy
+42
New +$1.53K ﹤0.01% 785

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

Key Financial Inc's SPIB Position: Q2 2026 in Review

Key Financial Inc sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2026, closing a stake of 349 shares — an estimated $11.7K sold.

Key Financial Inc first reported a position in SPIB in Q2 2021 and held it in 20 quarters. The position peaked at $138K in Q2 2025. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Key Financial Inc reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 349 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $11.7K.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2021 and held it in 20 quarters.
  • Key Financial Inc's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $138K in Q2 2025.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.