Hofer & Associates
SPIB icon

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
Q3 		– Sell
-110,527
Closed -$3.7M – 119
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% -$8.8K 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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return

Hofer & Associates's SPIB Position: Q3 2026 in Review

Hofer & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2026, closing a stake of 110,527 shares — an estimated $3.7M sold.

Hofer & Associates first reported a position in SPIB in Q4 2021 and held it in 19 quarters. The position peaked at $5.3M in Q1 2022. 242 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

  • Hofer & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 110,527 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $3.7M.
  • Hofer & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $5.3M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.