Corient Private Wealth’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
$4.33M Buy
129,042
+63,512
+97% +$2.13M ﹤0.01% 804
2025
Q1
$2.18M Sell
65,530
-2,039
-3% -$67.8K ﹤0.01% 945
2024
Q4
$2.21M Buy
67,569
+2,134
+3% +$69.9K ﹤0.01% 960
2024
Q3
$2.21M Sell
65,435
-12,062
-16% -$407K ﹤0.01% 1031
2024
Q2
$2.52M Buy
77,497
+6,333
+9% +$206K ﹤0.01% 929
2024
Q1
$2.33M Sell
71,164
-9,896
-12% -$324K ﹤0.01% 954
2023
Q4
$2.66M Sell
81,060
-12,451
-13% -$409K ﹤0.01% 888
2023
Q3
$2.94M Sell
93,511
-53,576
-36% -$1.68M 0.01% 781
2023
Q2
$4.72M Sell
147,087
-11,506
-7% -$369K 0.01% 646
2023
Q1
$5.15M Buy
158,593
+10,046
+7% +$326K 0.01% 585
2022
Q4
$4.73M Buy
+148,547
New +$4.73M 0.02% 516