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

KKM Financial’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	$1.24M	Hold	36,547	–	–	0.22%	86
2025 Q4	$1.24M	Buy	36,547 +2,642	+8%	+$89.5K	0.22%	86
2025 Q3	$1.15M	Buy	33,905 +232	+0.7%	+$7.81K	0.36%	60
2025 Q2	$1.13M	Buy	33,673 +561	+2%	+$18.6K	0.39%	64
2025 Q1	$1.09M	Sell	33,112 -83	-0.3%	-$2.74K	0.46%	64
2024 Q4	$1.09M	Buy	+33,195	New	+$1.1M	0.45%	62
2024 Q3	–	Sell	-31,918	Closed	-$1.05M	–	152
2024 Q2	$1.05M	Buy	31,918 +648	+2%	+$21K	0.5%	64
2024 Q1	$1.02M	Buy	+31,270	New	+$1.02M	0.5%	67

Other funds holding SPIB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KKM Financial's SPIB Position: Q1 2026 in Review

KKM Financial held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 36,547 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #86.

KKM Financial first reported a position in SPIB in Q1 2024 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

KKM Financial held 36,547 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.24M as of Q1 2026.
KKM Financial left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.22% of KKM Financial's portfolio in Q1 2026, its #86 holding.
KKM Financial first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.