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

Trilogy Capital’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 		$2.76M Buy
82,411
+8,904
+12% +$298K 0.11% 144
2026
Q1 		$2.47M Sell
73,507
-39,174
-35% -$1.32M 0.11% 137
2025
Q4 		$3.81M Buy
112,681
+12,151
+12% +$412K 0.17% 93
2025
Q3 		$3.41M Buy
100,530
+6,591
+7% +$222K 0.16% 98
2025
Q2 		$3.15M Buy
93,939
+9,123
+11% +$302K 0.15% 96
2025
Q1 		$2.82M Buy
84,816
+12,517
+17% +$413K 0.15% 103
2024
Q4 		$2.37M Buy
72,299
+2,505
+4% +$82.9K 0.12% 123
2024
Q3 		$2.35M Buy
69,794
+5,203
+8% +$173K 0.12% 129
2024
Q2 		$2.1M Buy
64,591
+10,197
+19% +$330K 0.11% 130
2024
Q1 		$1.78M Sell
54,394
-10,161
-16% -$331K 0.1% 139
2023
Q4 		$2.12M Buy
64,555
+12,254
+23% +$389K 0.13% 122
2023
Q3 		$1.64M Sell
52,301
-353
-0.7% -$11.2K 0.11% 120
2023
Q2 		$1.69M Buy
52,654
+10,528
+25% +$340K 0.11% 126
2023
Q1 		$1.37M Sell
42,126
-2,538
-6% -$81.9K 0.1% 117
2022
Q4 		$1.42M Buy
44,664
+7,884
+21% +$249K 0.1% 118
2022
Q3 		$1.15M Buy
36,780
+6,970
+23% +$227K 0.1% 101
2022
Q2 		$973K Sell
29,810
-4,845
-14% -$160K 0.08% 96
2022
Q1 		$1.18M Buy
+34,655
New +$1.21M 0.08% 104
2020
Q4 		– Sell
-413,194
Closed -$15.2M – 145
2020
Q3 		$15.2M Buy
413,194
+33,156
+9% +$1.22M 1.45% 21
2020
Q2 		$14M Buy
380,038
+5,486
+1% +$195K 1.38% 24
2020
Q1 		$13.2M Sell
374,552
-55,777
-13% -$1.96M 1.46% 22
2019
Q4 		$15.2M Buy
430,329
+9,662
+2% +$341K 1.49% 22
2019
Q3 		$14.9M Buy
420,667
+15,841
+4% +$556K 1.59% 19
2019
Q2 		$14.1M Buy
404,826
+14,899
+4% +$511K 1.56% 18
2019
Q1 		$13.3M Buy
389,927
+824
+0.2% +$27.7K 1.59% 19
2018
Q4 		$12.9M Buy
389,103
+388,836
+145,631% +$12.8M 1.73% 19
2018
Q3 		$9K Buy
267
+3
+1% +$100 ﹤0.01% 341
2018
Q2 		$9K Buy
+264
New +$8.78K ﹤0.01% 310

Other funds holding SPIB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Trilogy Capital's SPIB Position: Q2 2026 in Review

Trilogy Capital increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 12% in Q2 2026, buying an estimated $298K and bringing the position to 82,411 shares worth $2.76M. The position accounts for 0.11% of the portfolio, ranked #144.

Trilogy Capital first reported a position in SPIB in Q2 2018 and has held it in 28 quarters since. The position peaked at $15.2M in Q4 2019. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Trilogy Capital held 82,411 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.76M as of Q2 2026.
  • Trilogy Capital bought 8,904 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $298K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.11% of Trilogy Capital's portfolio in Q2 2026, its #144 holding.
  • Trilogy Capital first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Trilogy Capital's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $15.2M in Q4 2019.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.