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 Q2	$1.46M	Sell	43,662 -33,599	-43%	-$1.12M	0.02%	476
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 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

Great Valley Advisor Group's SPIB Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 43% in Q2 2026, selling an estimated $1.12M and leaving 43,662 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #476.

Great Valley Advisor Group first reported a position in SPIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2026. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Great Valley Advisor Group held 43,662 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $1.46M as of Q2 2026.
Great Valley Advisor Group sold 33,599 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $1.12M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #476 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 9 quarters since.
Great Valley Advisor Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.59M in Q1 2026.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.