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Texas Capital Bank Wealth Management Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$3.05M Buy
91,051
+61
+0.1% +$2.06K 0.18% 72
2025
Q4 		$3.08M Buy
90,990
+23,978
+36% +$812K 0.18% 68
2025
Q3 		$2.27M Buy
67,012
+235
+0.4% +$7.91K 0.19% 65
2025
Q2 		$2.24M Buy
66,777
+826
+1% +$27.3K 0.21% 62
2025
Q1 		$2.19M Buy
65,951
+3,031
+5% +$99.9K 0.22% 59
2024
Q4 		$2.06M Sell
62,920
-327
-0.5% -$10.8K 0.21% 52
2024
Q3 		$2.13M Buy
63,247
+1,271
+2% +$42.2K 0.21% 49
2024
Q2 		$2.02M Buy
61,976
+6,624
+12% +$215K 0.21% 52
2024
Q1 		$1.81M Buy
55,352
+12,088
+28% +$394K 0.2% 55
2023
Q4 		$1.42M Buy
43,264
+3,580
+9% +$114K 0.17% 60
2023
Q3 		$1.25M Buy
39,684
+6,257
+19% +$199K 0.16% 66
2023
Q2 		$1.07M Buy
33,427
+5,021
+18% +$162K 0.12% 78
2023
Q1 		$923K Sell
28,406
-7,276
-20% -$235K 0.11% 88
2022
Q4 		$1.14M Buy
35,682
+10,527
+42% +$333K 0.14% 72
2022
Q3 		$788K Buy
25,155
+5,884
+31% +$192K 0.1% 85
2022
Q2 		$629K Buy
19,271
+1,794
+10% +$59.3K 0.07% 88
2022
Q1 		$597K Buy
17,477
+278
+2% +$9.73K 0.05% 93
2021
Q4 		$622K Sell
17,199
-78
-0.5% -$2.83K 0.05% 98
2021
Q3 		$631K Buy
17,277
+79
+0.5% +$2.9K 0.06% 89
2021
Q2 		$631K Buy
17,198
+196
+1% +$7.16K 0.08% 87
2021
Q1 		$616K Buy
17,002
+1,017
+6% +$37.3K 0.09% 84
2020
Q4 		$594K Buy
15,985
+266
+2% +$9.82K 0.09% 83
2020
Q3 		$578K Sell
15,719
-12,243
-44% -$451K 0.09% 97
2020
Q2 		$1.02M Buy
27,962
+157
+0.6% +$5.58K 0.23% 58
2020
Q1 		$946K Sell
27,805
-9,380
-25% -$329K 0.27% 59
2019
Q4 		$1.31M Buy
+37,185
New +$1.31M 0.29% 62

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
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
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
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SPIB Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 0.07% in Q1 2026, buying an estimated $2.06K and bringing the position to 91,051 shares worth $3.05M. The position accounts for 0.18% of the portfolio, ranked #72.

Texas Capital Bank Wealth Management Services first reported a position in SPIB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.08M in Q4 2025. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 91,051 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.05M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 61 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $2.06K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.18% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #72 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3.08M in Q4 2025.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.