EWA
ERTS 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 | $27.2M | Sell |
809,255
-543,577
| -40% | -$18.3M | 9.37% | 4 |
|
|
2025
Q1 | $45M | Sell |
1,352,832
-14,136
| -1% | -$470K | 8.74% | 5 |
|
|
2024
Q4 | $44.8M | Buy |
1,366,968
+36,873
| +3% | +$1.21M | 8.45% | 5 |
|
|
2024
Q3 | $44.8M | Buy |
1,330,095
+45,848
| +4% | +$1.55M | 8.39% | 5 |
|
|
2024
Q2 | $41.8M | Buy |
1,284,247
+77,619
| +6% | +$2.53M | 8.41% | 4 |
|
|
2024
Q1 | $39.4M | Buy |
1,206,628
+143,328
| +13% | +$4.69M | 8.05% | 4 |
|
|
2023
Q4 | $34.9M | Sell |
1,063,300
-43,093
| -4% | -$1.41M | 7.53% | 5 |
|
|
2023
Q3 | $34.8M | Buy |
1,106,393
+27,719
| +3% | +$872K | 8.38% | 5 |
|
|
2023
Q2 | $34.6M | Buy |
1,078,674
+31,101
| +3% | +$999K | 8.07% | 5 |
|
|
2023
Q1 | $34M | Buy |
1,047,573
+282,392
| +37% | +$9.17M | 8.25% | 4 |
|
|
2022
Q4 | $24.4M | Buy |
765,181
+160,691
| +27% | +$5.11M | 6.31% | 6 |
|
|
2022
Q3 | $18.9M | Buy |
604,490
+147,683
| +32% | +$4.63M | 5.31% | 7 |
|
|
2022
Q2 | $14.9M | Sell |
456,807
-7,243
| -2% | -$236K | 4.23% | 9 |
|
|
2022
Q1 | $15.8M | Buy |
464,050
+15,618
| +3% | +$533K | 4.44% | 10 |
|
|
2021
Q4 | $16.2M | Buy |
448,432
+262,809
| +142% | +$9.5M | 3.87% | 11 |
|
|
2021
Q3 | $15.2M | Sell |
185,623
-486,667
| -72% | -$39.9M | 3.99% | 11 |
|
|
2021
Q2 | $24.7M | Buy |
672,290
+105,370
| +19% | +$3.87M | 6.67% | 5 |
|
|
2021
Q1 | $20.6M | Sell |
566,920
-60,290
| -10% | -$2.19M | 6.09% | 8 |
|
|
2020
Q4 | $23.3M | Buy |
627,210
+5,503
| +0.9% | +$205K | 7.57% | 5 |
|
|
2020
Q3 | $22.9M | Buy |
621,707
+162,181
| +35% | +$5.96M | 8.6% | 3 |
|
|
2020
Q2 | $16.8M | Buy |
459,526
+84,345
| +22% | +$3.08M | 6.78% | 5 |
|
|
2020
Q1 | $12.8M | Buy |
+375,181
| New | +$12.8M | 6.18% | 5 |
|