1834 Investment Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,056	Closed	-$472K	–	211
2025 Q2	$472K	Buy	14,056 +3,683	+36%	+$122K	0.06%	164
2025 Q1	$345K	Buy	10,373 +21	+0.2%	+$692	0.04%	174
2024 Q4	$339K	Buy	10,352 +395	+4%	+$13.1K	0.04%	186
2024 Q3	$336K	Buy	9,957 +168	+2%	+$5.58K	0.04%	186
2024 Q2	$319K	Buy	9,789 +526	+6%	+$17K	0.04%	191
2024 Q1	$303K	Hold	9,263	–	–	0.04%	193
2023 Q4	$304K	Hold	9,263	–	–	0.04%	196
2023 Q3	$291K	Buy	9,263 +600	+7%	+$19.1K	0.04%	199
2023 Q2	$278K	Sell	8,663 -112	-1%	-$3.62K	0.03%	209
2023 Q1	$285K	Buy	8,775 +216	+3%	+$6.97K	0.03%	205
2022 Q4	$272K	Hold	8,559	–	–	0.04%	163
2022 Q3	$268K	Sell	8,559 -454	-5%	-$14.8K	0.04%	167
2022 Q2	$294K	Buy	9,013 +189	+2%	+$6.25K	0.04%	158
2022 Q1	$301K	Buy	8,824 +415	+5%	+$14.5K	0.04%	161
2021 Q4	$304K	Buy	8,409 +355	+4%	+$12.9K	0.03%	159
2021 Q3	$294K	Buy	8,054 +15	+0.2%	+$551	0.04%	157
2021 Q2	$295K	Buy	8,039 +839	+12%	+$30.6K	0.04%	163
2021 Q1	$261K	Buy	7,200 +984	+16%	+$36.1K	0.03%	171
2020 Q4	$231K	Buy	6,216 +173	+3%	+$6.38K	0.03%	179
2020 Q3	$222K	Buy	6,043 +308	+5%	+$11.3K	0.03%	176
2020 Q2	$209K	Sell	5,735 -553	-9%	-$19.7K	0.03%	173
2020 Q1	$214K	Buy	6,288 +141	+2%	+$4.94K	0.04%	165
2019 Q4	$217K	Buy	6,147 +320	+5%	+$11.3K	0.03%	189
2019 Q3	$206K	Hold	5,827	–	–	0.03%	198
2019 Q2	$204K	Buy	5,827 +4,895	+525%	+$168K	0.03%	193
2019 Q1	$32K	Hold	932	–	–	﹤0.01%	306
2018 Q4	$31K	Hold	932	–	–	0.01%	301
2018 Q3	$31K	Buy	932 +50	+6%	+$1.67K	﹤0.01%	310
2018 Q2	$29K	Sell	882 -661	-43%	-$22K	﹤0.01%	313
2018 Q1	$52K	Buy	1,543 +111	+8%	+$3.74K	0.01%	271
2017 Q4	$49K	Buy	+1,432	New	+$49.2K	0.01%	291