GoalVest Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

GoalVest Advisory’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	$21.1M	Buy	632,007 +20,938	+3%	+$701K	3.92%	4
2026 Q1	$20.5M	Sell	611,069 -1,929	-0.3%	-$65.2K	4%	3
2025 Q4	$20.7M	Buy	612,998 +44,936	+8%	+$1.52M	3.97%	3
2025 Q3	$19.3M	Buy	568,062 +43,119	+8%	+$1.45M	4.08%	3
2025 Q2	$17.6M	Buy	524,943 +54,845	+12%	+$1.82M	4.36%	3
2025 Q1	$15.6M	Buy	470,098 +27,694	+6%	+$913K	4.3%	3
2024 Q4	$14.5M	Buy	442,404 +188,239	+74%	+$6.23M	3.97%	3
2024 Q3	$8.57M	Buy	254,165 +23,483	+10%	+$780K	2.46%	6
2024 Q2	$7.51M	Buy	230,682 +72,140	+46%	+$2.34M	2.4%	5
2024 Q1	$5.18M	Sell	158,542 -62,546	-28%	-$2.04M	1.73%	7
2023 Q4	$7.26M	Buy	221,088 +145,371	+192%	+$4.62M	3.19%	6
2023 Q3	$2.38M	Buy	+75,717	New	+$2.41M	1.19%	10

Other funds holding SPIB

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return