Financial Advocates Investment Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Sell |
207,863
-3,560
| -2% | -$120K | 0.57% | 34 |
|
|
2025
Q1 | $7.03M | Buy |
211,423
+8,377
| +4% | +$278K | 0.49% | 45 |
|
|
2024
Q4 | $6.65M | Buy |
203,046
+5,107
| +3% | +$167K | 0.38% | 56 |
|
|
2024
Q3 | $6.67M | Buy |
197,939
+33,437
| +20% | +$1.13M | 0.38% | 59 |
|
|
2024
Q2 | $5.36M | Buy |
164,502
+80,640
| +96% | +$2.63M | 0.33% | 65 |
|
|
2024
Q1 | $2.73M | Buy |
83,862
+41,521
| +98% | +$1.35M | 0.16% | 142 |
|
|
2023
Q4 | $1.39M | Sell |
42,341
-3,882
| -8% | -$127K | 0.09% | 221 |
|
|
2023
Q3 | $1.45M | Buy |
46,223
+4,251
| +10% | +$134K | 0.1% | 213 |
|
|
2023
Q2 | $1.35M | Buy |
41,972
+11,346
| +37% | +$364K | 0.1% | 218 |
|
|
2023
Q1 | $995K | Buy |
30,626
+8,589
| +39% | +$279K | 0.07% | 286 |
|
|
2022
Q4 | $701K | Buy |
22,037
+13,917
| +171% | +$443K | 0.05% | 361 |
|
|
2022
Q3 | $528K | Buy |
8,120
+149
| +2% | +$9.69K | 0.04% | 399 |
|
|
2022
Q2 | $260K | Buy |
7,971
+1,238
| +18% | +$40.4K | 0.02% | 546 |
|
|
2022
Q1 | $230K | Sell |
6,733
-2,051
| -23% | -$70.1K | 0.02% | 651 |
|
|
2021
Q4 | $318K | Buy |
8,784
+1,371
| +18% | +$49.6K | 0.02% | 613 |
|
|
2021
Q3 | $271K | Sell |
7,413
-775
| -9% | -$28.3K | 0.02% | 629 |
|
|
2021
Q2 | $300K | Sell |
8,188
-7,094
| -46% | -$260K | 0.02% | 604 |
|
|
2021
Q1 | $554K | Sell |
15,282
-1,603
| -9% | -$58.1K | 0.04% | 446 |
|
|
2020
Q4 | $643K | Sell |
16,885
-352
| -2% | -$13.4K | 0.04% | 390 |
|
|
2020
Q3 | $634K | Sell |
17,237
-576
| -3% | -$21.2K | 0.05% | 320 |
|
|
2020
Q2 | $638K | Buy |
17,813
+4,304
| +32% | +$154K | 0.06% | 310 |
|
|
2020
Q1 | $459K | Buy |
13,509
+3,499
| +35% | +$119K | 0.07% | 285 |
|
|
2019
Q4 | $354K | Buy |
+10,010
| New | +$354K | 0.04% | 367 |
|