VAG
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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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

VisionPoint Advisory Group's SPIB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 3.5% in Q2 2026, selling an estimated $11.8K and leaving 9,671 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #343.

VisionPoint Advisory Group first reported a position in SPIB in Q3 2023 and has held it in 7 quarters since. The position peaked at $361K in Q2 2025. 92 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • VisionPoint Advisory Group held 9,671 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $324K as of Q2 2026.
  • VisionPoint Advisory Group sold 352 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #343 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 7 quarters since.
  • VisionPoint Advisory Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $361K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.