AAS
Avantax Advisory 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 | $15.3M | Buy |
454,718
+31,822
| +8% | +$1.07M | 0.08% | 185 |
|
|
2025
Q1 | $14.1M | Buy |
422,896
+71,063
| +20% | +$2.36M | 0.09% | 181 |
|
|
2024
Q4 | $11.5M | Buy |
351,833
+78,501
| +29% | +$2.57M | 0.07% | 196 |
|
|
2024
Q3 | $9.21M | Buy |
273,332
+30,165
| +12% | +$1.02M | 0.06% | 235 |
|
|
2024
Q2 | $7.92M | Buy |
243,167
+45,167
| +23% | +$1.47M | 0.06% | 256 |
|
|
2024
Q1 | $6.47M | Buy |
198,000
+59,092
| +43% | +$1.93M | 0.06% | 249 |
|
|
2023
Q4 | $4.56M | Buy |
138,908
+30,089
| +28% | +$988K | 0.05% | 298 |
|
|
2023
Q3 | $3.42M | Buy |
108,819
+9,275
| +9% | +$292K | 0.04% | 328 |
|
|
2023
Q2 | $3.2M | Buy |
99,544
+15,682
| +19% | +$504K | 0.04% | 341 |
|
|
2023
Q1 | $2.72M | Buy |
83,862
+6,783
| +9% | +$220K | 0.03% | 359 |
|
|
2022
Q4 | $2.45M | Buy |
77,079
+5,579
| +8% | +$178K | 0.03% | 365 |
|
|
2022
Q3 | $2.24M | Buy |
71,500
+8,353
| +13% | +$262K | 0.03% | 351 |
|
|
2022
Q2 | $2.06M | Buy |
63,147
+22,754
| +56% | +$742K | 0.03% | 371 |
|
|
2022
Q1 | $1.38M | Buy |
40,393
+5,732
| +17% | +$196K | 0.02% | 459 |
|
|
2021
Q4 | $1.25M | Buy |
34,661
+7,773
| +29% | +$281K | 0.02% | 462 |
|
|
2021
Q3 | $975K | Sell |
26,888
-16,725
| -38% | -$606K | 0.02% | 500 |
|
|
2021
Q2 | $1.61M | Buy |
43,613
+38,112
| +693% | +$1.41M | 0.03% | 375 |
|
|
2021
Q1 | $202K | Buy |
+5,501
| New | +$202K | ﹤0.01% | 961 |
|