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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

GoalVest Advisory's SPIB Position: Q2 2026 in Review

GoalVest Advisory increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.4% in Q2 2026, buying an estimated $701K and bringing the position to 632,007 shares worth $21.1M. The position accounts for 3.92% of the portfolio, ranked #4.

GoalVest Advisory first reported a position in SPIB in Q3 2023 and has held it in 12 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

GoalVest Advisory held 632,007 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $21.1M as of Q2 2026.
GoalVest Advisory bought 20,938 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $701K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.92% of GoalVest Advisory's portfolio in Q2 2026, its #4 holding.
GoalVest Advisory first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.