CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185M | Buy |
5,512,775
+474,631
| +9% | +$15.9M | 3.11% | 6 |
|
|
2025
Q1 | $167M | Buy |
5,038,144
+1,180,900
| +31% | +$39.3M | 3.12% | 6 |
|
|
2024
Q4 | $126M | Buy |
3,857,244
+228,359
| +6% | +$7.48M | 2.45% | 9 |
|
|
2024
Q3 | $122M | Buy |
3,628,885
+304,321
| +9% | +$10.3M | 2.82% | 10 |
|
|
2024
Q2 | $108M | Buy |
3,324,564
+217,982
| +7% | +$7.1M | 2.32% | 12 |
|
|
2024
Q1 | $102M | Buy |
3,106,582
+161,824
| +5% | +$5.29M | 2.31% | 12 |
|
|
2023
Q4 | $96.7M | Buy |
2,944,758
+114,472
| +4% | +$3.76M | 2.4% | 15 |
|
|
2023
Q3 | $89M | Buy |
2,830,286
+221,150
| +8% | +$6.96M | 2.49% | 15 |
|
|
2023
Q2 | $83.8M | Buy |
2,609,136
+183,731
| +8% | +$5.9M | 2.35% | 16 |
|
|
2023
Q1 | $78.8M | Buy |
+2,425,405
| New | +$78.8M | 2.33% | 16 |
|