FVWA
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Foster Victor Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Foster Victor Wealth Advisors’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 		$6.44M Buy
194,062
+11,997
+7% +$402K 0.34% 102
2026
Q1 		$6.13M Buy
182,065
+28,990
+19% +$980K 0.35% 97
2025
Q4 		$5.18M Buy
153,075
+1,402
+0.9% +$47.5K 0.3% 98
2025
Q3 		$5.13M Sell
151,673
-2,195
-1% -$73.9K 0.32% 96
2025
Q2 		$5.14M Sell
153,868
-1,979
-1% -$65.5K 0.35% 92
2025
Q1 		$5.08M Buy
155,847
+1,513
+1% +$49.9K 0.41% 91
2024
Q4 		$5.06M Buy
154,334
+6,642
+4% +$220K 0.39% 91
2024
Q3 		$4.92M Buy
147,692
+2,034
+1% +$67.6K 0.39% 90
2024
Q2 		$4.79M Buy
145,658
+2,567
+2% +$83.1K 0.4% 89
2024
Q1 		$4.61M Buy
143,091
+30,899
+28% +$1.01M 0.42% 76
2023
Q4 		$3.66M Sell
112,192
-214
-0.2% -$6.8K 0.37% 78
2023
Q3 		$3.5M Buy
112,406
+1,733
+2% +$55.2K 0.41% 75
2023
Q2 		$3.53M Sell
110,673
-10,539
-9% -$340K 0.39% 80
2023
Q1 		$3.95M Sell
121,212
-1,864
-2% -$60.1K 0.48% 76
2022
Q4 		$3.97M Buy
+123,076
New +$3.89M 0.51% 73
2020
Q3 		– Sell
-69,568
Closed -$2.54M – 149
2020
Q2 		$2.54M Buy
+69,568
New +$2.47M 0.84% 40
2019
Q4 		– Sell
-47,333
Closed -$1.67M – 120
2019
Q3 		$1.67M Buy
47,333
+40,762
+620% +$1.43M 0.93% 33
2019
Q2 		$228K Buy
+6,571
New +$225K 0.17% 86

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Foster Victor Wealth Advisors's SPIB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6.6% in Q2 2026, buying an estimated $402K and bringing the position to 194,062 shares worth $6.44M. The position accounts for 0.34% of the portfolio, ranked #102.

Foster Victor Wealth Advisors first reported a position in SPIB in Q2 2019 and has held it in 18 quarters since. 583 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Foster Victor Wealth Advisors held 194,062 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $6.44M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 11,997 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $402K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.34% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Foster Victor Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • 583 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.