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Great Valley Advisor Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Great Valley Advisor Group’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
Q1 		$2.59M Buy
77,261
+51,216
+197% +$1.73M 0.05% 329
2025
Q4 		$880K Buy
26,045
+2,033
+8% +$68.8K 0.02% 507
2025
Q3 		$814K Buy
24,012
+12,793
+114% +$430K 0.02% 513
2025
Q2 		$377K Sell
11,219
-32
-0.3% -$1.06K 0.01% 682
2025
Q1 		$374K Buy
+11,251
New +$371K 0.01% 659
2024
Q4 		– Sell
-7,940
Closed -$268K – 878
2024
Q3 		$268K Sell
7,940
-925
-10% -$30.7K 0.01% 714
2024
Q2 		$289K Sell
8,865
-1,800
-17% -$58.3K 0.01% 654
2024
Q1 		$348K Buy
+10,665
New +$348K 0.01% 567

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Valley Advisor Group's SPIB Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 197% in Q1 2026, buying an estimated $1.73M and bringing the position to 77,261 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #329.

Great Valley Advisor Group first reported a position in SPIB in Q1 2024 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Great Valley Advisor Group held 77,261 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.59M as of Q1 2026.
  • Great Valley Advisor Group bought 51,216 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.73M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #329 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.