Crestwood Advisors Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Crestwood Advisors Group’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Sell	59,699 -3,472	-5%	-$117K	0.03%	229
2025 Q4	$2.14M	Buy	63,171 +619	+1%	+$21K	0.04%	213
2025 Q3	$2.12M	Buy	62,552 +238	+0.4%	+$8.01K	0.04%	212
2025 Q2	$2.09M	Buy	62,314 +1,143	+2%	+$37.8K	0.04%	204
2025 Q1	$2.03M	Buy	61,171 +2,621	+4%	+$86.4K	0.04%	196
2024 Q4	$1.92M	Buy	58,550 +3,229	+6%	+$107K	0.04%	192
2024 Q3	$1.87M	Buy	55,321 +45,466	+461%	+$1.51M	0.04%	193
2024 Q2	$321K	Buy	9,855 +3,050	+45%	+$98.8K	0.01%	341
2024 Q1	$222K	Hold	6,805	–	–	﹤0.01%	395
2023 Q4	$223K	Sell	6,805 -995	-13%	-$31.6K	0.01%	375
2023 Q3	$245K	Sell	7,800 -4,775	-38%	-$152K	0.01%	319
2023 Q2	$404K	Sell	12,575 -99	-0.8%	-$3.2K	0.01%	193
2023 Q1	$412K	Buy	12,674 +1,867	+17%	+$60.2K	0.01%	199
2022 Q4	$344K	Sell	10,807 -8,186	-43%	-$259K	0.01%	220
2022 Q3	$595K	Sell	18,993 -1,299	-6%	-$42.3K	0.02%	177
2022 Q2	$661K	Sell	20,292 -470	-2%	-$15.5K	0.02%	176
2022 Q1	$709K	Buy	20,762 +25	+0.1%	+$875	0.02%	185
2021 Q4	$750K	Hold	20,737	–	–	0.02%	182
2021 Q3	$758K	Hold	20,737	–	–	0.02%	167
2021 Q2	$760K	Sell	20,737 -195	-0.9%	-$7.12K	0.02%	172
2021 Q1	$758K	Sell	20,932 -4,990	-19%	-$183K	0.02%	165
2020 Q4	$964K	Buy	25,922 +1,870	+8%	+$69K	0.03%	148
2020 Q3	$884K	Sell	24,052 -2,488	-9%	-$91.6K	0.03%	132
2020 Q2	$968K	Sell	26,540 -395	-1%	-$14.1K	0.04%	121
2020 Q1	$916K	Sell	26,935 -354	-1%	-$12.4K	0.05%	121
2019 Q4	$964K	Sell	27,289 -2,775	-9%	-$97.8K	0.04%	139
2019 Q3	$1.06M	Sell	30,064 -5,095	-14%	-$179K	0.05%	127
2019 Q2	$1.23M	Buy	35,159 +4,900	+16%	+$168K	0.06%	124
2019 Q1	$1.03M	Sell	30,259 -989	-3%	-$33.2K	0.07%	81
2018 Q4	$1.03M	Sell	31,248 -2,830	-8%	-$93.3K	0.08%	77
2018 Q3	$1.14M	Sell	34,078 -860	-2%	-$28.6K	0.08%	74
2018 Q2	$1.17M	Sell	34,938 -3,730	-10%	-$124K	0.08%	73
2018 Q1	$1.3M	Sell	38,668 -16,060	-29%	-$542K	0.1%	72
2017 Q4	$1.87M	Sell	54,728 -1,846	-3%	-$63.5K	0.15%	67
2017 Q3	$1.95M	Buy	56,574 +1,840	+3%	+$63.5K	0.17%	64
2017 Q2	$1.89M	Sell	54,734 -3,185	-5%	-$109K	0.16%	67
2017 Q1	$1.98M	Buy	+57,919	New	+$1.97M	0.18%	66
2016 Q2	–	Sell	-140,896	Closed	-$4.83M	–	142
2016 Q1	$4.83M	Sell	140,896 -15,400	-10%	-$519K	0.57%	48
2015 Q4	$5.22M	Sell	156,296 -101,750	-39%	-$3.44M	0.63%	48
2015 Q3	$8.76M	Buy	258,046 +4,398	+2%	+$149K	1.14%	41
2015 Q2	$8.62M	Buy	253,648 +16,916	+7%	+$580K	1.15%	41
2015 Q1	$8.18M	Buy	236,732 +22,377	+10%	+$771K	1.17%	41
2014 Q4	$7.33M	Buy	214,355 +14,951	+7%	+$512K	1.1%	43
2014 Q3	$6.81M	Buy	199,404 +12,700	+7%	+$436K	1.07%	44
2014 Q2	$6.43M	Buy	186,704 +18,019	+11%	+$616K	1.03%	43
2014 Q1	$5.74M	Buy	+168,685	New	+$5.73M	0.94%	44