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

Valmark 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
2026
Q1 		$958K Buy
28,563
+1,260
+5% +$42.6K 0.01% 357
2025
Q4 		$923K Buy
27,303
+8,713
+47% +$295K 0.01% 349
2025
Q3 		$630K Buy
18,590
+844
+5% +$28.4K 0.01% 398
2025
Q2 		$596K Buy
17,746
+1,843
+12% +$61K 0.01% 418
2025
Q1 		$529K Buy
15,903
+1,309
+9% +$43.2K 0.01% 416
2024
Q4 		$478K Buy
14,594
+616
+4% +$20.4K 0.01% 427
2024
Q3 		$471K Buy
+13,978
New +$465K 0.01% 417

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers's SPIB Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.6% in Q1 2026, buying an estimated $42.6K and bringing the position to 28,563 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #357.

Valmark Advisers first reported a position in SPIB in Q3 2024 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Valmark Advisers held 28,563 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $958K as of Q1 2026.
  • Valmark Advisers bought 1,260 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $42.6K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #357 holding.
  • Valmark Advisers first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.