AWMS
Advocacy Wealth Management Services’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
445,213
+26,877
| +6% | +$903K | 0.92% | 30 |
|
|
2025
Q1 | $13.9M | Buy |
418,336
+5,946
| +1% | +$198K | 0.95% | 29 |
|
|
2024
Q4 | $13.5M | Buy |
+412,390
| New | +$13.5M | 1.03% | 22 |
|
|
2018
Q1 | – | Sell |
-125
| Closed | -$4K | – | 218 |
|
|
2017
Q4 | $4K | Sell |
125
-1,403
| -92% | -$44.9K | ﹤0.01% | 196 |
|
|
2017
Q3 | $53K | Sell |
1,528
-181,213
| -99% | -$6.29M | 0.02% | 64 |
|
|
2017
Q2 | $6.29M | Sell |
182,741
-103,180
| -36% | -$3.55M | 2.25% | 17 |
|
|
2017
Q1 | $9.76M | Sell |
285,921
-192,808
| -40% | -$6.58M | 3.4% | 14 |
|
|
2016
Q4 | $16.2M | Buy |
478,729
+58,231
| +14% | +$1.97M | 4.87% | 3 |
|
|
2016
Q3 | $14.7M | Buy |
420,498
+172,249
| +69% | +$6.01M | 5.69% | 3 |
|
|
2016
Q2 | $8.66M | Buy |
248,249
+130,050
| +110% | +$4.54M | 4.37% | 7 |
|
|
2016
Q1 | $4.05M | Buy |
+118,199
| New | +$4.05M | 2.81% | 11 |
|