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Hofer & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hofer & Associates’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 		$3.7M Buy
110,527
+2,123
+2% +$71.1K 1.79% 21
2026
Q1 		$3.64M Buy
108,404
+2,261
+2% +$76.4K 1.95% 20
2025
Q4 		$3.59M Buy
106,143
+4,347
+4% +$147K 1.9% 21
2025
Q3 		$3.45M Sell
101,796
-305
-0.3% -$10.3K 1.98% 21
2025
Q2 		$3.43M Sell
102,101
-3,105
-3% -$103K 2.14% 20
2025
Q1 		$3.5M Buy
105,206
+1,725
+2% +$56.9K 2.37% 18
2024
Q4 		$3.39M Buy
103,481
+488
+0.5% +$16.2K 2.28% 18
2024
Q3 		$3.47M Buy
102,993
+420
+0.4% +$14K 2.4% 14
2024
Q2 		$3.34M Buy
102,573
+1,541
+2% +$49.9K 2.59% 13
2024
Q1 		$3.3M Sell
101,032
-56,408
-36% -$1.84M 2.78% 13
2023
Q4 		$5.17M Sell
157,440
-7,279
-4% -$231K 4.8% 5
2023
Q3 		$5.18M Buy
164,719
+601
+0.4% +$19.1K 5.31% 5
2023
Q2 		$5.27M Buy
164,118
+7,654
+5% +$247K 5.06% 5
2023
Q1 		$4.98M Sell
156,464
-962
-0.6% -$31K 4.98% 6
2022
Q4 		$5.01M Buy
157,426
+584
+0.4% +$18.5K 5% 6
2022
Q3 		$4.91M Buy
156,842
+1,770
+1% +$57.7K 5.28% 7
2022
Q2 		$5.06M Sell
155,072
-266
-0.2% -$8.79K 5.27% 7
2022
Q1 		$5.3M Buy
155,338
+10,764
+7% +$377K 4.67% 7
2021
Q4 		$5.23M Buy
+144,574
New +$5.24M 4.73% 7

Other funds holding SPIB

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Hofer & Associates's SPIB Position: Q2 2026 in Review

Hofer & Associates increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2% in Q2 2026, buying an estimated $71.1K and bringing the position to 110,527 shares worth $3.7M. The position accounts for 1.79% of the portfolio, ranked #21.

Hofer & Associates first reported a position in SPIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.3M in Q1 2022. 589 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Hofer & Associates held 110,527 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $3.7M as of Q2 2026.
  • Hofer & Associates bought 2,123 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $71.1K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 1.79% of Hofer & Associates's portfolio in Q2 2026, its #21 holding.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Hofer & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.3M in Q1 2022.
  • 589 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.