CCFM
Clear Creek Financial Management’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 | $1.5M | Sell |
44,781
-39,772
| -47% | -$1.34M | 0.14% | 160 |
|
|
2025
Q1 | $2.81M | Buy |
84,553
+20,683
| +32% | +$688K | 0.29% | 73 |
|
|
2024
Q4 | $2.09M | Sell |
63,870
-10,409
| -14% | -$341K | 0.23% | 101 |
|
|
2024
Q3 | $2.5M | Buy |
74,279
+10,790
| +17% | +$364K | 0.28% | 82 |
|
|
2024
Q2 | $2.07M | Buy |
63,489
+6,107
| +11% | +$199K | 0.25% | 84 |
|
|
2024
Q1 | $1.88M | Buy |
57,382
+14,032
| +32% | +$459K | 0.24% | 86 |
|
|
2023
Q4 | $1.42M | Sell |
43,350
-47,290
| -52% | -$1.55M | 0.23% | 82 |
|
|
2023
Q3 | $2.85M | Sell |
90,640
-5,320
| -6% | -$167K | 0.5% | 44 |
|
|
2023
Q2 | $3.08M | Sell |
95,960
-46,289
| -33% | -$1.49M | 0.53% | 43 |
|
|
2023
Q1 | $4.62M | Buy |
142,249
+9,843
| +7% | +$320K | 0.88% | 26 |
|
|
2022
Q4 | $4.21M | Sell |
132,406
-59,620
| -31% | -$1.9M | 0.93% | 25 |
|
|
2022
Q3 | $6.01M | Sell |
192,026
-4,331
| -2% | -$136K | 1.33% | 15 |
|
|
2022
Q2 | $6.41M | Sell |
196,357
-37,149
| -16% | -$1.21M | 1.34% | 17 |
|
|
2022
Q1 | $7.97M | Buy |
233,506
+103,357
| +79% | +$3.53M | 1.25% | 17 |
|
|
2021
Q4 | $4.71M | Buy |
130,149
+58,774
| +82% | +$2.12M | 0.71% | 32 |
|
|
2021
Q3 | $2.61M | Sell |
71,375
-7,574
| -10% | -$277K | 0.42% | 69 |
|
|
2021
Q2 | $2.9M | Buy |
78,949
+34,048
| +76% | +$1.25M | 0.45% | 69 |
|
|
2021
Q1 | $1.63M | Sell |
44,901
-53,533
| -54% | -$1.94M | 3.27% | 11 |
|
|
2020
Q4 | $3.66M | Buy |
+98,434
| New | +$3.66M | 0.71% | 34 |
|
|
2020
Q3 | – | Sell |
-298,525
| Closed | -$10.9M | – | 237 |
|
|
2020
Q2 | $10.9M | Buy |
+298,525
| New | +$10.9M | 2.82% | 7 |
|