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 Q3	$20.7M	Buy	641,978 +9,971	+2%	+$329K	3.58%	5
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

GoalVest Advisory's SPIB Position: Q3 2026 in Review

GoalVest Advisory increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q3 2026, buying an estimated $329K and bringing the position to 641,978 shares worth $20.7M. The position accounts for 3.58% of the portfolio, ranked #5.

GoalVest Advisory first reported a position in SPIB in Q3 2023 and has held it in 13 quarters since. The position peaked at $21.1M in Q2 2026. 155 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

GoalVest Advisory held 641,978 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $20.7M as of Q3 2026.
GoalVest Advisory bought 9,971 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $329K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 3.58% of GoalVest Advisory's portfolio in Q3 2026, its #5 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 13 quarters since.
GoalVest Advisory's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $21.1M in Q2 2026.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.