EWM
Empirical Wealth 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 | $7.02M | Buy |
209,119
+6,118
| +3% | +$205K | 0.16% | 107 |
|
|
2025
Q1 | $6.75M | Sell |
203,001
-25,762
| -11% | -$856K | 0.17% | 107 |
|
|
2024
Q4 | $7.49M | Buy |
228,763
+23,273
| +11% | +$762K | 0.2% | 97 |
|
|
2024
Q3 | $6.93M | Sell |
205,490
-20,332
| -9% | -$685K | 0.19% | 98 |
|
|
2024
Q2 | $7.35M | Sell |
225,822
-38
| -0% | -$1.24K | 0.22% | 86 |
|
|
2024
Q1 | $7.38M | Buy |
225,860
+2,936
| +1% | +$96K | 0.22% | 87 |
|
|
2023
Q4 | $7.32M | Buy |
222,924
+49,356
| +28% | +$1.62M | 0.24% | 81 |
|
|
2023
Q3 | $5.46M | Buy |
173,568
+9,149
| +6% | +$288K | 0.21% | 90 |
|
|
2023
Q2 | $5.28M | Buy |
164,419
+1,523
| +0.9% | +$48.9K | 0.21% | 93 |
|
|
2023
Q1 | $5.29M | Sell |
162,896
-40,809
| -20% | -$1.33M | 0.23% | 80 |
|
|
2022
Q4 | $6.48M | Sell |
203,705
-52,484
| -20% | -$1.67M | 0.31% | 66 |
|
|
2022
Q3 | $8.02M | Buy |
256,189
+88,711
| +53% | +$2.78M | 0.42% | 48 |
|
|
2022
Q2 | $5.47M | Buy |
167,478
+85,747
| +105% | +$2.8M | 0.29% | 65 |
|
|
2022
Q1 | $2.79M | Buy |
81,731
+19,032
| +30% | +$650K | 0.14% | 107 |
|
|
2021
Q4 | $2.27M | Buy |
62,699
+1,606
| +3% | +$58.1K | 0.11% | 120 |
|
|
2021
Q3 | $2.23M | Sell |
61,093
-6,546
| -10% | -$239K | 0.13% | 104 |
|
|
2021
Q2 | $2.48M | Sell |
67,639
-10,232
| -13% | -$375K | 0.15% | 92 |
|
|
2021
Q1 | $2.82M | Sell |
77,871
-5,486
| -7% | -$199K | 0.23% | 73 |
|
|
2020
Q4 | $3.1M | Sell |
83,357
-394
| -0.5% | -$14.6K | 0.24% | 64 |
|
|
2020
Q3 | $3.08M | Buy |
83,751
+14,021
| +20% | +$515K | 0.26% | 60 |
|
|
2020
Q2 | $2.55M | Buy |
69,730
+7,532
| +12% | +$275K | 0.24% | 64 |
|
|
2020
Q1 | $2.12M | Buy |
62,198
+14,287
| +30% | +$486K | 0.23% | 65 |
|
|
2019
Q4 | $1.69M | Buy |
47,911
+3,676
| +8% | +$130K | 0.19% | 83 |
|
|
2019
Q3 | $1.56M | Sell |
44,235
-3,313
| -7% | -$117K | 0.19% | 81 |
|
|
2019
Q2 | $1.66M | Sell |
47,548
-6,711
| -12% | -$234K | 0.22% | 75 |
|
|
2019
Q1 | $1.85M | Buy |
54,259
+10,480
| +24% | +$358K | 0.27% | 55 |
|
|
2018
Q4 | $1.45M | Buy |
43,779
+12,224
| +39% | +$404K | 0.25% | 56 |
|
|
2018
Q3 | $1.05M | Buy |
31,555
+257
| +0.8% | +$8.56K | 0.19% | 65 |
|
|
2018
Q2 | $1.04M | Buy |
31,298
+11,585
| +59% | +$386K | 0.2% | 62 |
|
|
2018
Q1 | $661K | Sell |
19,713
-2,337
| -11% | -$78.4K | 0.13% | 87 |
|
|
2017
Q4 | $755K | Hold |
22,050
| – | – | 0.16% | 65 |
|
|
2017
Q3 | $761K | Hold |
22,050
| – | – | 0.18% | 66 |
|
|
2017
Q2 | $759K | Sell |
22,050
-3,920
| -15% | -$135K | 0.18% | 60 |
|
|
2017
Q1 | $886K | Sell |
25,970
-7,952
| -23% | -$271K | 0.22% | 50 |
|
|
2016
Q4 | $1.15M | Buy |
33,922
+1,981
| +6% | +$67.2K | 0.28% | 40 |
|
|
2016
Q3 | $1.12M | Hold |
31,941
| – | – | 0.29% | 38 |
|
|
2016
Q2 | $1.11M | Sell |
31,941
-1,200
| -4% | -$41.9K | 0.29% | 42 |
|
|
2016
Q1 | $1.14M | Buy |
33,141
+8,730
| +36% | +$299K | 0.27% | 45 |
|
|
2015
Q4 | $816K | Buy |
24,411
+1,921
| +9% | +$64.2K | 0.2% | 56 |
|
|
2015
Q3 | $764K | Sell |
22,490
-6,453
| -22% | -$219K | 0.18% | 60 |
|
|
2015
Q2 | $983K | Sell |
28,943
-52
| -0.2% | -$1.77K | 0.23% | 51 |
|
|
2015
Q1 | $1M | Sell |
28,995
-4,408
| -13% | -$152K | 0.24% | 50 |
|
|
2014
Q4 | $1.14M | Sell |
33,403
-197
| -0.6% | -$6.74K | 0.28% | 45 |
|
|
2014
Q3 | $1.15M | Sell |
33,600
-2,267
| -6% | -$77.4K | 0.28% | 43 |
|
|
2014
Q2 | $1.24M | Sell |
35,867
-5,171
| -13% | -$178K | 0.31% | 44 |
|
|
2014
Q1 | $1.4M | Buy |
41,038
+1,755
| +4% | +$59.7K | 0.37% | 38 |
|
|
2013
Q4 | $1.32M | Buy |
39,283
+8,115
| +26% | +$273K | 0.37% | 37 |
|
|
2013
Q3 | $1.05M | Buy |
31,168
+252
| +0.8% | +$8.51K | 0.33% | 38 |
|
|
2013
Q2 | $1.04M | Buy |
+30,916
| New | +$1.04M | 0.35% | 31 |
|