FGAM
Financial Gravity Asset 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
Q1 | $15.1M | Buy |
+452,773
| New | +$15.1M | 3.28% | 7 |
|
|
2024
Q2 | $14.3M | Sell |
440,912
-372,160
| -46% | -$12M | 3.56% | 6 |
|
|
2024
Q1 | $26.6M | Sell |
813,072
-4,659,954
| -85% | -$153M | 3.57% | 5 |
|
|
2023
Q4 | $102M | Buy |
5,473,026
+393,865
| +8% | +$7.36M | 1.08% | 28 |
|
|
2023
Q3 | $89.3M | Buy |
5,079,161
+4,868,400
| +2,310% | +$85.6M | 0.98% | 37 |
|
|
2023
Q2 | $6.77K | Buy |
210,761
+4,702
| +2% | +$151 | 0.02% | 425 |
|
|
2023
Q1 | $6.68K | Buy |
206,059
+121,949
| +145% | +$3.95K | 0.21% | 101 |
|
|
2022
Q4 | $2.68K | Buy |
84,110
+284
| +0.3% | +$9 | 0.01% | 496 |
|
|
2022
Q3 | $2.63K | Sell |
83,826
-98,967
| -54% | -$3.1K | 0.09% | 231 |
|
|
2022
Q2 | $5.95K | Buy |
182,793
+96,294
| +111% | +$3.14K | 0.19% | 109 |
|
|
2022
Q1 | $2.96K | Sell |
86,499
-49,589
| -36% | -$1.7K | 0.08% | 209 |
|
|
2021
Q4 | $4.85K | Buy |
136,088
+9,183
| +7% | +$327 | 0.11% | 215 |
|
|
2021
Q3 | $4.63M | Sell |
126,905
-71,535
| -36% | -$2.61M | 2.18% | 6 |
|
|
2021
Q2 | $7.28M | Buy |
198,440
+17,189
| +9% | +$631K | 2.61% | 6 |
|
|
2021
Q1 | $6.57K | Buy |
181,251
+66,351
| +58% | +$2.41K | 0.13% | 127 |
|
|
2020
Q4 | $4.27M | Buy |
+114,900
| New | +$4.27M | 3.91% | 6 |
|
|
2020
Q2 | – | Sell |
-26,089
| Closed | -$886 | – | 780 |
|
|
2020
Q1 | $886 | Buy |
+26,089
| New | +$886 | ﹤0.01% | 487 |
|
|
2018
Q3 | $8K | Hold |
249
| – | – | 0.01% | 630 |
|
|
2018
Q2 | $8K | Hold |
249
| – | – | 0.01% | 625 |
|
|
2018
Q1 | $8K | Buy |
+249
| New | +$8K | 0.01% | 623 |
|