EP Wealth Advisors’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 | $4M | Sell |
119,014
-6,065
| -5% | -$204K | 0.03% | 296 |
|
|
2025
Q1 | $4.16M | Buy |
125,079
+14,192
| +13% | +$472K | 0.03% | 244 |
|
|
2024
Q4 | $3.63M | Buy |
110,887
+2,088
| +2% | +$68.4K | 0.03% | 260 |
|
|
2024
Q3 | $3.67M | Buy |
108,799
+33
| +0% | +$1.11K | 0.03% | 256 |
|
|
2024
Q2 | $3.54M | Sell |
108,766
-21,351
| -16% | -$695K | 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% | +$4.42M | 0.06% | 170 |
|
|
2023
Q3 | $159K | Buy |
+5,040
| New | +$159K | ﹤0.01% | 691 |
|
|
2022
Q3 | – | Sell |
-5,616
| Closed | -$183K | – | 603 |
|
|
2022
Q2 | $183K | Sell |
5,616
-6,237
| -53% | -$203K | ﹤0.01% | 590 |
|
|
2022
Q1 | $405K | Sell |
11,853
-196
| -2% | -$6.7K | 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% | +$233K | 0.02% | 273 |
|
|
2021
Q2 | $501K | Buy |
+13,656
| New | +$501K | 0.01% | 338 |
|
|
2017
Q2 | – | Sell |
-8,999
| Closed | -$307K | – | 193 |
|
|
2017
Q1 | $307K | Buy |
+8,999
| New | +$307K | 0.04% | 112 |
|
|
2016
Q1 | – | Sell |
-10,210
| Closed | -$341K | – | 163 |
|
|
2015
Q4 | $341K | Buy |
+10,210
| New | +$341K | 0.06% | 114 |
|