FPCG
Forum Private Client Group’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 | $5.5M | Buy |
163,785
+32,807
| +25% | +$1.1M | 2.12% | 13 |
|
|
2025
Q1 | $4.35M | Buy |
130,978
+6,669
| +5% | +$222K | 1.89% | 17 |
|
|
2024
Q4 | $4.07M | Buy |
124,309
+5,210
| +4% | +$171K | 1.81% | 18 |
|
|
2024
Q3 | $4.01M | Buy |
119,099
+7,855
| +7% | +$265K | 1.78% | 17 |
|
|
2024
Q2 | $3.62M | Buy |
111,244
+9,195
| +9% | +$299K | 1.72% | 18 |
|
|
2024
Q1 | $3.34M | Buy |
102,049
+10,273
| +11% | +$336K | 1.61% | 18 |
|
|
2023
Q4 | $3.01M | Buy |
+91,776
| New | +$3.01M | 1.57% | 21 |
|
|
2023
Q3 | – | Sell |
-87,787
| Closed | -$2.82M | – | 54 |
|
|
2023
Q2 | $2.82M | Buy |
87,787
+7,741
| +10% | +$249K | 1.61% | 21 |
|
|
2023
Q1 | $2.6M | Buy |
80,046
+1,433
| +2% | +$46.6K | 1.64% | 23 |
|
|
2022
Q4 | $2.5M | Buy |
78,613
+8,441
| +12% | +$269K | 1.73% | 21 |
|
|
2022
Q3 | $2.2M | Buy |
70,172
+17,229
| +33% | +$540K | 1.64% | 21 |
|
|
2022
Q2 | $1.73M | Buy |
52,943
+36,214
| +216% | +$1.18M | 1.26% | 23 |
|
|
2022
Q1 | $571K | Buy |
+16,729
| New | +$571K | 0.44% | 40 |
|