Luther King Capital Management (LKCM)’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	396
2025 Q4	–	Hold	0	–	–	–	398
2025 Q3	–	Hold	0	–	–	–	403
2025 Q2	–	Hold	0	–	–	–	393
2025 Q1	–	Hold	0	–	–	–	385
2024 Q4	–	Hold	0	–	–	–	385
2024 Q3	–	Hold	0	–	–	–	385
2024 Q2	–	Hold	0	–	–	–	380
2024 Q1	–	Hold	0	–	–	–	381
2023 Q4	–	Hold	0	–	–	–	379
2023 Q3	–	Hold	0	–	–	–	381
2023 Q2	–	Hold	0	–	–	–	396
2023 Q1	–	Hold	0	–	–	–	372
2022 Q4	–	Hold	0	–	–	–	370
2022 Q3	–	Hold	0	–	–	–	364
2022 Q2	–	Hold	0	–	–	–	368
2022 Q1	–	Hold	0	–	–	–	374
2021 Q4	–	Hold	0	–	–	–	379
2021 Q3	–	Hold	0	–	–	–	354
2021 Q2	–	Hold	0	–	–	–	389
2021 Q1	–	Hold	0	–	–	–	352
2020 Q4	–	Hold	0	–	–	–	334
2020 Q3	–	Hold	0	–	–	–	301
2020 Q2	–	Hold	0	–	–	–	291
2020 Q1	–	Hold	0	–	–	–	273
2019 Q4	–	Hold	0	–	–	–	329
2019 Q3	–	Hold	0	–	–	–	320
2019 Q2	–	Hold	0	–	–	–	316
2019 Q1	–	Hold	0	–	–	–	324
2018 Q4	–	Hold	0	–	–	–	313
2018 Q3	–	Sell	-32,660	Closed	-$1.09M	–	354
2018 Q2	$1.09M	Buy	32,660 +21,010	+180%	+$699K	0.01%	339
2018 Q1	$391K	Buy	11,650 +2,930	+34%	+$98.8K	﹤0.01%	434
2017 Q4	$298K	Buy	8,720 +2,920	+50%	+$100K	﹤0.01%	463
2017 Q3	$200K	Buy	+5,800	New	+$200K	﹤0.01%	490

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

Luther King Capital Management (LKCM)'s SPIB Position: Q1 2026 in Review

Luther King Capital Management (LKCM) held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q1 2026 at 0 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #396.

Luther King Capital Management (LKCM) first reported a position in SPIB in Q3 2017 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2018. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

Luther King Capital Management (LKCM) held 0 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.2M as of Q1 2026.
Luther King Capital Management (LKCM) 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 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #396 holding.
Luther King Capital Management (LKCM) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2017 and has held it in 4 quarters since.
Luther King Capital Management (LKCM)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.09M in Q2 2018.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.