Founders Financial Securities’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,162	Closed	-$464K	–	498
2024 Q4	$464K	Sell	14,162 -426	-3%	-$14.1K	0.04%	318
2024 Q3	$492K	Buy	14,588 +70	+0.5%	+$2.33K	0.05%	274
2024 Q2	$473K	Sell	14,518 -484	-3%	-$15.7K	0.04%	293
2024 Q1	$490K	Buy	15,002 +270	+2%	+$8.81K	0.05%	265
2023 Q4	$484K	Sell	14,732 -401	-3%	-$12.7K	0.05%	249
2023 Q3	$476K	Sell	15,133 -11,993	-44%	-$382K	0.06%	222
2023 Q2	$871K	Buy	27,126 +2,423	+10%	+$78.2K	0.12%	158
2023 Q1	$803K	Buy	24,703 +6,473	+36%	+$209K	0.12%	159
2022 Q4	$580K	Buy	18,230 +5,618	+45%	+$178K	0.09%	184
2022 Q3	$395K	Buy	+12,612	New	+$411K	0.07%	199
2022 Q1	–	Sell	-11,170	Closed	-$404K	–	279
2021 Q4	$404K	Buy	+11,170	New	+$405K	0.07%	190
2020 Q1	–	Sell	-13,942	Closed	-$492K	–	151
2019 Q4	$492K	Buy	13,942 +153	+1%	+$5.39K	0.17%	78
2019 Q3	$486K	Sell	13,789 -4,346	-24%	-$152K	0.16%	92
2019 Q2	$633K	Buy	18,135 +4,869	+37%	+$167K	0.21%	71
2019 Q1	$453K	Buy	13,266 +6,662	+101%	+$224K	0.14%	88
2018 Q4	$218K	Sell	6,604 -40,990	-86%	-$1.35M	0.08%	97
2018 Q3	$1.58M	Buy	47,594 +7,921	+20%	+$264K	0.44%	38
2018 Q2	$1.32M	Buy	39,673 +6,075	+18%	+$202K	0.41%	42
2018 Q1	$1.13M	Buy	+33,598	New	+$1.13M	0.36%	40