VisionPoint Advisory Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

VisionPoint Advisory Group’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	$264K	Sell	8,193 -1,478	-15%	-$48.8K	0.04%	373
2026 Q2	$324K	Sell	9,671 -352	-4%	-$11.8K	0.05%	343
2026 Q1	$336K	Buy	10,023 +630	+7%	+$21.3K	0.06%	300
2025 Q4	$318K	Sell	9,393 -1,239	-12%	-$42K	0.06%	294
2025 Q3	$360K	Sell	10,632 -129	-1%	-$4.34K	0.07%	262
2025 Q2	$361K	Buy	+10,761	New	+$356K	0.08%	236
2025 Q1	–	Sell	-2,778	Closed	-$91K	–	293
2024 Q4	$91K	Buy	+2,778	New	+$92K	0.03%	239
2023 Q4	–	Sell	-10	Closed	-$330	–	872
2023 Q3	$330	Buy	+10	New	+$318	﹤0.01%	643

Other funds holding SPIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

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

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

VisionPoint Advisory Group's SPIB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 15% in Q3 2026, selling an estimated $48.8K and leaving 8,193 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #373.

VisionPoint Advisory Group first reported a position in SPIB in Q3 2023 and has held it in 8 quarters since. The position peaked at $361K in Q2 2025. 172 funds tracked by Wall St. Rank hold SPIB as of Q3 2026.

VisionPoint Advisory Group held 8,193 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $264K as of Q3 2026.
VisionPoint Advisory Group sold 1,478 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2026, an estimated $48.8K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #373 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $361K in Q2 2025.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.