MAI Capital Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

MAI Capital Management’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	$7.28M	Sell	217,622 -3,069	-1%	-$103K	0.03%	400
2026 Q1	$7.4M	Sell	220,691 -3,236	-1%	-$109K	0.04%	332
2025 Q4	$7.57M	Sell	223,927 -1,172	-0.5%	-$39.7K	0.04%	321
2025 Q3	$7.63M	Sell	225,099 -1,203	-0.5%	-$40.5K	0.05%	298
2025 Q2	$7.6M	Sell	226,302 -10,763	-5%	-$356K	0.05%	277
2025 Q1	$7.88M	Sell	237,065 -11,977	-5%	-$395K	0.06%	260
2024 Q4	$8.16M	Buy	+249,042	New	+$8.24M	0.06%	256

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

MAI Capital Management's SPIB Position: Q2 2026 in Review

MAI Capital Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.4% in Q2 2026, selling an estimated $103K and leaving 217,622 shares worth $7.28M. The position accounts for 0.03% of the portfolio, ranked #400.

MAI Capital Management first reported a position in SPIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16M in Q4 2024. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

MAI Capital Management held 217,622 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $7.28M as of Q2 2026.
MAI Capital Management sold 3,069 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $103K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of MAI Capital Management's portfolio in Q2 2026, its #400 holding.
MAI Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $8.16M in Q4 2024.
583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.