Caldwell Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Caldwell Trust’s Portfolio SPIB Stock Details SPIB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$83.6K	Sell
2025 Q1	$136K	Sell
2024 Q4	$166K	Sell
2024 Q3	$214K	Hold
2024 Q2	$206K	Buy