HVIA
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Hudson Valley Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Hudson Valley Investment Advisors’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 		$44.8M Buy
1,339,605
+28,011
+2% +$937K 5.45% 2
2026
Q1 		$44M Buy
1,311,594
+27,907
+2% +$943K 5.7% 1
2025
Q4 		$43.4M Sell
1,283,687
-23,987
-2% -$812K 4.8% 3
2025
Q3 		$44.3M Buy
1,307,674
+75,895
+6% +$2.55M 4.61% 2
2025
Q2 		$41.4M Sell
1,231,779
-22,419
-2% -$742K 4.53% 3
2025
Q1 		$41.7M Buy
1,254,198
+19,355
+2% +$638K 4.98% 1
2024
Q4 		$40.5M Buy
1,234,843
+28,771
+2% +$952K 4.58% 1
2024
Q3 		$40.7M Buy
1,206,072
+367,288
+44% +$12.2M 4.5% 2
2024
Q2 		$27.4M Sell
838,784
-114,841
-12% -$3.72M 3.56% 4
2024
Q1 		$31.2M Buy
953,625
+114,841
+14% +$3.75M 3.73% 4
2023
Q4 		$27.4M Buy
838,784
+104,919
+14% +$3.33M 3.75% 4
2023
Q3 		$23.1M Buy
733,865
+98,852
+16% +$3.15M 3.25% 5
2023
Q2 		$20.4M Buy
635,013
+89,034
+16% +$2.87M 2.76% 6
2023
Q1 		$17.7M Buy
545,979
+88,231
+19% +$2.85M 2.48% 8
2022
Q4 		$14.6M Buy
457,748
+88,505
+24% +$2.8M 2.2% 9
2022
Q3 		$11.6M Buy
369,243
+170,008
+85% +$5.54M 1.86% 14
2022
Q2 		$6.5M Buy
199,235
+172,780
+653% +$5.71M 1.01% 28
2022
Q1 		$903K Buy
26,455
+1,014
+4% +$35.5K 0.12% 115
2021
Q4 		$920K Buy
25,441
+215
+0.9% +$7.79K 0.14% 94
2021
Q3 		$921K Buy
25,226
+2,872
+13% +$106K 0.16% 95
2021
Q2 		$820K Buy
22,354
+3,078
+16% +$112K 0.14% 101
2021
Q1 		$699K Sell
19,276
-33,991
-64% -$1.25M 0.12% 105
2020
Q4 		$1.98M Buy
53,267
+1,567
+3% +$57.8K 0.38% 62
2020
Q3 		$1.9M Buy
51,700
+3,301
+7% +$122K 0.41% 61
2020
Q2 		$1.77M Buy
+48,399
New +$1.72M 0.41% 64

Other funds holding SPIB

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Hudson Valley Investment Advisors's SPIB Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.1% in Q2 2026, buying an estimated $937K and bringing the position to 1,339,605 shares worth $44.8M. The position accounts for 5.45% of the portfolio, ranked #2.

Hudson Valley Investment Advisors first reported a position in SPIB in Q2 2020 and has held it in 25 quarters since. 273 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Hudson Valley Investment Advisors held 1,339,605 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $44.8M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 28,011 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $937K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 5.45% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.