Cabot Wealth Management’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
Q1 | – | Sell |
-398,838
| Closed | -$13.1M | – | 131 |
|
|
2024
Q4 | $13.1M | Buy |
398,838
+18,294
| +5% | +$599K | 1.66% | 22 |
|
|
2024
Q3 | $12.8M | Sell |
380,544
-338,029
| -47% | -$11.4M | 1.6% | 25 |
|
|
2024
Q2 | $23.4M | Sell |
718,573
-8,844
| -1% | -$288K | 3.07% | 4 |
|
|
2024
Q1 | $23.8M | Buy |
727,417
+74,670
| +11% | +$2.44M | 3.11% | 3 |
|
|
2023
Q4 | $21.4M | Buy |
652,747
+329,715
| +102% | +$10.8M | 2.98% | 3 |
|
|
2023
Q3 | $10.2M | Sell |
323,032
-4,570
| -1% | -$144K | 1.56% | 26 |
|
|
2023
Q2 | $10.5M | Sell |
327,602
-1,533
| -0.5% | -$49.2K | 1.57% | 24 |
|
|
2023
Q1 | $10.7M | Sell |
329,135
-9,768
| -3% | -$317K | 1.69% | 23 |
|
|
2022
Q4 | $10.8M | Buy |
338,903
+49,754
| +17% | +$1.58M | 1.82% | 20 |
|
|
2022
Q3 | $9.06M | Sell |
289,149
-25,545
| -8% | -$800K | 1.53% | 25 |
|
|
2022
Q2 | $10.3M | Buy |
314,694
+269,772
| +601% | +$8.8M | 1.63% | 25 |
|
|
2022
Q1 | $1.53M | Buy |
+44,922
| New | +$1.53M | 0.21% | 89 |
|