McCarley & Cook Financial Planners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$128K	Hold	3,980	–	–	0.1%	65
2026 Q2	$133K	Hold	3,980	–	–	0.1%	63
2026 Q1	$133K	Buy	+3,980	New	+$134K	0.12%	64

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

McCarley & Cook Financial Planners's SPIB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) position steady in Q3 2026 at 3,980 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #65.

McCarley & Cook Financial Planners first reported a position in SPIB in Q1 2026 and has held it in 3 quarters since. The position peaked at $133K in Q1 2026. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

McCarley & Cook Financial Planners held 3,980 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $128K as of Q3 2026.
McCarley & Cook Financial Planners left its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.1% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #65 holding.
McCarley & Cook Financial Planners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $133K in Q1 2026.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.