Cooper Financial Group’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 | – | Sell |
-7,643
| Closed | -$254K | – | 406 |
|
|
2025
Q1 | $254K | Buy |
7,643
+1
| +0% | +$33 | 0.03% | 333 |
|
|
2024
Q4 | $250K | Sell |
7,642
-1
| -0% | -$33 | 0.03% | 338 |
|
|
2024
Q3 | $258K | Buy |
7,643
+107
| +1% | +$3.61K | 0.03% | 329 |
|
|
2024
Q2 | $245K | Buy |
7,536
+468
| +7% | +$15.2K | 0.04% | 337 |
|
|
2024
Q1 | $231K | Buy |
+7,068
| New | +$231K | 0.04% | 325 |
|
|
2021
Q2 | – | Sell |
-15,518
| Closed | -$563K | – | 263 |
|
|
2021
Q1 | $563K | Sell |
15,518
-317,022
| -95% | -$11.5M | 0.13% | 112 |
|
|
2020
Q4 | $12.4M | Sell |
332,540
-25,056
| -7% | -$932K | 2.52% | 8 |
|
|
2020
Q3 | $13.1M | Buy |
357,596
+20,623
| +6% | +$758K | 3.79% | 6 |
|
|
2020
Q2 | $12.3M | Buy |
336,973
+92,160
| +38% | +$3.37M | 3.98% | 6 |
|
|
2020
Q1 | $8.33M | Buy |
244,813
+26,987
| +12% | +$918K | 3.47% | 6 |
|
|
2019
Q4 | $7.69M | Buy |
217,826
+8,523
| +4% | +$301K | 3.08% | 7 |
|
|
2019
Q3 | $7.38M | Buy |
209,303
+9,324
| +5% | +$329K | 3.33% | 7 |
|
|
2019
Q2 | $6.99M | Buy |
199,979
+10,419
| +5% | +$364K | 3.39% | 6 |
|
|
2019
Q1 | $6.48M | Buy |
189,560
+19,612
| +12% | +$670K | 3.57% | 7 |
|
|
2018
Q4 | $5.62M | Buy |
+169,948
| New | +$5.62M | 3.81% | 6 |
|