Berger Financial Group’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
6,728
-207
-3% -$6.95K 0.01% 381
2025
Q1
$231K Sell
6,935
-58
-0.8% -$1.93K 0.02% 380
2024
Q4
$229K Buy
6,993
+15
+0.2% +$491 0.02% 374
2024
Q3
$235K Hold
6,978
0.02% 350
2024
Q2
$227K Hold
6,978
0.02% 337
2024
Q1
$228K Buy
+6,978
New +$228K 0.02% 328