Appleton Partners’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	$9.44M	Buy	281,200 +6,027	+2%	+$202K	0.67%	53
2025 Q1	$9.15M	Buy	275,173 +11,106	+4%	+$369K	0.71%	50
2024 Q4	$8.65M	Buy	264,067 +18,570	+8%	+$608K	0.64%	54
2024 Q3	$8.28M	Buy	245,497 +11,950	+5%	+$403K	0.61%	59
2024 Q2	$7.6M	Buy	233,547 +5,535	+2%	+$180K	0.59%	57
2024 Q1	$7.45M	Sell	228,012 -2,008	-0.9%	-$65.6K	0.58%	58
2023 Q4	$7.55M	Buy	230,020 +10,667	+5%	+$350K	0.61%	53
2023 Q3	$6.9M	Buy	219,353 +14,857	+7%	+$467K	0.61%	50
2023 Q2	$6.57M	Buy	204,496 +7,563	+4%	+$243K	0.55%	51
2023 Q1	$6.4M	Buy	196,933 +4,016	+2%	+$130K	0.57%	50
2022 Q4	$6.14M	Buy	192,917 +3,904	+2%	+$124K	0.58%	50
2022 Q3	$5.92M	Buy	189,013 +6,565	+4%	+$206K	0.59%	48
2022 Q2	$5.95M	Buy	182,448 +3,611	+2%	+$118K	0.56%	52
2022 Q1	$6.11M	Buy	178,837 +3,635	+2%	+$124K	0.5%	56
2021 Q4	$6.33M	Buy	175,202 +12,467	+8%	+$451K	0.48%	58
2021 Q3	$5.94M	Buy	162,735 +6,242	+4%	+$228K	0.49%	57
2021 Q2	$5.74M	Buy	156,493 +11,856	+8%	+$435K	0.49%	60
2021 Q1	$5.24M	Buy	144,637 +10,116	+8%	+$367K	0.49%	57
2020 Q4	$5M	Buy	134,521 +6,940	+5%	+$258K	0.49%	56
2020 Q3	$4.69M	Buy	127,581 +7,077	+6%	+$260K	0.52%	49
2020 Q2	$4.4M	Buy	120,504 +5,230	+5%	+$191K	0.53%	49
2020 Q1	$3.92M	Buy	115,274 +4,256	+4%	+$145K	0.54%	49
2019 Q4	$3.92M	Buy	111,018 +8,405	+8%	+$297K	0.43%	61
2019 Q3	$3.62M	Buy	102,613 +16,605	+19%	+$586K	0.44%	64
2019 Q2	$3M	Buy	86,008 +21,152	+33%	+$739K	0.37%	74
2019 Q1	$2.22M	Buy	64,856 +28,575	+79%	+$976K	0.29%	92
2018 Q4	$1.2M	Buy	+36,281	New	+$1.2M	0.18%	123