AWM
AE Wealth Management’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 | $991K | Buy |
29,513
+1,529
| +5% | +$51.3K | 0.01% | 725 |
|
|
2025
Q1 | $930K | Sell |
27,984
-5,230
| -16% | -$174K | 0.01% | 721 |
|
|
2024
Q4 | $1.09M | Buy |
33,214
+11,909
| +56% | +$390K | 0.01% | 680 |
|
|
2024
Q3 | $718K | Buy |
21,305
+3,948
| +23% | +$133K | 0.01% | 789 |
|
|
2024
Q2 | $565K | Buy |
17,357
+17
| +0.1% | +$554 | 0.01% | 852 |
|
|
2024
Q1 | $567K | Sell |
17,340
-187,547
| -92% | -$6.13M | 0.01% | 785 |
|
|
2023
Q4 | $6.7M | Sell |
204,887
-60,638
| -23% | -$1.98M | 0.03% | 506 |
|
|
2023
Q3 | $8.35M | Buy |
265,525
+2,184
| +0.8% | +$68.7K | 0.05% | 424 |
|
|
2023
Q2 | $8.46M | Sell |
263,341
-14,854
| -5% | -$477K | 0.05% | 406 |
|
|
2023
Q1 | $9.04M | Sell |
278,195
-12,847
| -4% | -$417K | 0.06% | 365 |
|
|
2022
Q4 | $9.26M | Sell |
291,042
-23,747
| -8% | -$756K | 0.07% | 340 |
|
|
2022
Q3 | $9.86M | Sell |
314,789
-29,646
| -9% | -$928K | 0.08% | 273 |
|
|
2022
Q2 | $11.2M | Sell |
344,435
-127,937
| -27% | -$4.17M | 0.09% | 250 |
|
|
2022
Q1 | $16.1M | Sell |
472,372
-2,049
| -0.4% | -$70K | 0.11% | 186 |
|
|
2021
Q4 | $17.2M | Buy |
474,421
+19,936
| +4% | +$721K | 0.12% | 175 |
|
|
2021
Q3 | $16.6M | Buy |
454,485
+5,654
| +1% | +$206K | 0.14% | 164 |
|
|
2021
Q2 | $16.5M | Buy |
448,831
+34,364
| +8% | +$1.26M | 0.14% | 146 |
|
|
2021
Q1 | $15M | Sell |
414,467
-255,449
| -38% | -$9.26M | 0.15% | 141 |
|
|
2020
Q4 | $24.9M | Buy |
669,916
+177,054
| +36% | +$6.58M | 0.28% | 84 |
|
|
2020
Q3 | $18.1M | Sell |
492,862
-17,044
| -3% | -$627K | 0.26% | 87 |
|
|
2020
Q2 | $18.6M | Buy |
509,906
+41,288
| +9% | +$1.51M | 0.29% | 85 |
|
|
2020
Q1 | $15.9M | Buy |
468,618
+77,694
| +20% | +$2.64M | 0.37% | 51 |
|
|
2019
Q4 | $13.8M | Buy |
390,924
+50,551
| +15% | +$1.79M | 0.3% | 71 |
|
|
2019
Q3 | $12M | Buy |
340,373
+5,702
| +2% | +$201K | 0.35% | 60 |
|
|
2019
Q2 | $11.7M | Buy |
334,671
+298,020
| +813% | +$10.4M | 0.35% | 60 |
|
|
2019
Q1 | $1.25M | Buy |
36,651
+1,315
| +4% | +$44.9K | 0.09% | 187 |
|
|
2018
Q4 | $1.17M | Sell |
35,336
-67,174
| -66% | -$2.22M | 0.2% | 128 |
|
|
2018
Q3 | $3.41M | Sell |
102,510
-7,493
| -7% | -$250K | 0.19% | 98 |
|
|
2018
Q2 | $3.66M | Buy |
110,003
+103,488
| +1,588% | +$3.45M | 0.25% | 62 |
|
|
2018
Q1 | $219K | Buy |
+6,515
| New | +$219K | 0.02% | 392 |
|
|
2017
Q3 | – | Sell |
-18,349
| Closed | -$631K | – | 414 |
|
|
2017
Q2 | $631K | Buy |
+18,349
| New | +$631K | 0.08% | 205 |
|