Cape Investment Advisory’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 | $95K | Buy |
2,830
+39
| +1% | +$1.31K | 0.03% | 275 |
|
|
2025
Q1 | $92.8K | Buy |
2,791
+66
| +2% | +$2.19K | 0.04% | 256 |
|
|
2024
Q4 | $89.3K | Buy |
2,725
+982
| +56% | +$32.2K | 0.03% | 256 |
|
|
2024
Q3 | $58.8K | Sell |
1,743
-5
| -0.3% | -$169 | 0.02% | 302 |
|
|
2024
Q2 | $56.9K | Buy |
1,748
+393
| +29% | +$12.8K | 0.03% | 281 |
|
|
2024
Q1 | $44.3K | Sell |
1,355
-272
| -17% | -$8.89K | 0.02% | 324 |
|
|
2023
Q4 | $53.4K | Hold |
1,627
| – | – | 0.03% | 338 |
|
|
2023
Q3 | $51.2K | Sell |
1,627
-8
| -0.5% | -$252 | 0.03% | 289 |
|
|
2023
Q2 | $52.5K | Buy |
1,635
+1,471
| +897% | +$47.2K | 0.03% | 277 |
|
|
2023
Q1 | $5.33K | Buy |
+164
| New | +$5.33K | ﹤0.01% | 657 |
|