Beacon Pointe Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $721K | Hold |
21,484
| – | – | 0.01% | 770 |
|
2025
Q1 | $714K | Sell |
21,484
-713
| -3% | -$23.7K | 0.01% | 725 |
|
2024
Q4 | $727K | Hold |
22,197
| – | – | 0.01% | 714 |
|
2024
Q3 | $748K | Sell |
22,197
-255
| -1% | -$8.6K | 0.01% | 709 |
|
2024
Q2 | $731K | Sell |
22,452
-602
| -3% | -$19.6K | 0.01% | 736 |
|
2024
Q1 | $754K | Sell |
23,054
-404
| -2% | -$13.2K | 0.01% | 766 |
|
2023
Q4 | $770K | Sell |
23,458
-1,663
| -7% | -$54.6K | 0.01% | 742 |
|
2023
Q3 | $790K | Buy |
25,121
+1,704
| +7% | +$53.6K | 0.01% | 699 |
|
2023
Q2 | $752K | Sell |
23,417
-7,769
| -25% | -$249K | 0.01% | 597 |
|
2023
Q1 | $1.01M | Buy |
+31,186
| New | +$1.01M | 0.02% | 543 |
|
2022
Q2 | – | Sell |
-15,084
| Closed | -$515K | – | 1195 |
|
2022
Q1 | $515K | Buy |
+15,084
| New | +$515K | 0.01% | 800 |
|
2021
Q3 | – | Sell |
-6,181
| Closed | -$227K | – | 963 |
|
2021
Q2 | $227K | Buy |
+6,181
| New | +$227K | 0.01% | 755 |
|
2021
Q1 | – | Sell |
-6,319
| Closed | -$236K | – | 573 |
|
2020
Q4 | $236K | Sell |
6,319
-7,453
| -54% | -$278K | 0.02% | 429 |
|
2020
Q3 | $506K | Buy |
+13,772
| New | +$506K | 0.05% | 230 |
|