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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.47M	Buy	103,318 +2,747	+3%	+$92.8K	0.02%	367
2025 Q4	$3.4M	Buy	+100,571	New	+$3.41M	0.02%	343
2025 Q2	$4M	Sell	119,014 -6,065	-5%	-$201K	0.03%	296
2025 Q1	$4.16M	Buy	125,079 +14,192	+13%	+$468K	0.03%	244
2024 Q4	$3.63M	Buy	110,887 +2,088	+2%	+$69.1K	0.03%	260
2024 Q3	$3.67M	Buy	108,799 +33	+0%	+$1.1K	0.03%	256
2024 Q2	$3.54M	Sell	108,766 -21,351	-16%	-$692K	0.04%	212
2024 Q1	$4.25M	Sell	130,117 -9,648	-7%	-$315K	0.05%	186
2023 Q4	$4.59M	Buy	139,765 +134,725	+2,673%	+$4.28M	0.06%	170
2023 Q3	$159K	Buy	+5,040	New	+$161K	﹤0.01%	691
2022 Q3	–	Sell	-5,616	Closed	-$183K	–	603
2022 Q2	$183K	Sell	5,616 -6,237	-53%	-$206K	﹤0.01%	590
2022 Q1	$405K	Sell	11,853 -196	-2%	-$6.86K	0.01%	428
2021 Q4	$436K	Sell	12,049 -8,001	-40%	-$290K	0.01%	384
2021 Q3	$732K	Buy	20,050 +6,394	+47%	+$235K	0.02%	273
2021 Q2	$501K	Buy	+13,656	New	+$499K	0.01%	338
2017 Q2	–	Sell	-8,999	Closed	-$307K	–	193
2017 Q1	$307K	Buy	+8,999	New	+$306K	0.04%	112
2016 Q1	–	Sell	-10,210	Closed	-$341K	–	163
2015 Q4	$341K	Buy	+10,210	New	+$345K	0.06%	114