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Valley National Advisers’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Valley National Advisers’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
2025
Q3 		– Sell
-889
Closed -$29K – 889
2025
Q2 		$29K Hold
889
– – ﹤0.01% 442
2025
Q1 		$29K Hold
889
– – 0.01% 442
2024
Q4 		$29K Buy
+889
New +$29.4K 0.01% 416

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valley National Advisers's SPIB Position: Q3 2025 in Review

Valley National Advisers sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2025, closing a stake of 889 shares — an estimated $29K sold.

Valley National Advisers first reported a position in SPIB in Q4 2024 and held it in 3 quarters. The position peaked at $29K in Q2 2025. 559 funds tracked by Wall St. Rank hold SPIB as of Q3 2025.

  • Valley National Advisers reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Valley National Advisers sold 889 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2025, an estimated $29K.
  • Valley National Advisers first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Valley National Advisers's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $29K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.