Founders Financial Securities’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
Q1 | – | Sell |
-14,162
| Closed | -$464K | – | 498 |
|
|
2024
Q4 | $464K | Sell |
14,162
-426
| -3% | -$14K | 0.04% | 318 |
|
|
2024
Q3 | $492K | Buy |
14,588
+70
| +0.5% | +$2.36K | 0.05% | 274 |
|
|
2024
Q2 | $473K | Sell |
14,518
-484
| -3% | -$15.8K | 0.04% | 293 |
|
|
2024
Q1 | $490K | Buy |
15,002
+270
| +2% | +$8.83K | 0.05% | 265 |
|
|
2023
Q4 | $484K | Sell |
14,732
-401
| -3% | -$13.2K | 0.05% | 249 |
|
|
2023
Q3 | $476K | Sell |
15,133
-11,993
| -44% | -$377K | 0.06% | 222 |
|
|
2023
Q2 | $871K | Buy |
27,126
+2,423
| +10% | +$77.8K | 0.12% | 158 |
|
|
2023
Q1 | $803K | Buy |
24,703
+6,473
| +36% | +$210K | 0.12% | 159 |
|
|
2022
Q4 | $580K | Buy |
18,230
+5,618
| +45% | +$179K | 0.09% | 184 |
|
|
2022
Q3 | $395K | Buy |
+12,612
| New | +$395K | 0.07% | 199 |
|
|
2022
Q1 | – | Sell |
-11,170
| Closed | -$404K | – | 279 |
|
|
2021
Q4 | $404K | Buy |
+11,170
| New | +$404K | 0.07% | 190 |
|
|
2020
Q1 | – | Sell |
-13,942
| Closed | -$492K | – | 151 |
|
|
2019
Q4 | $492K | Buy |
13,942
+153
| +1% | +$5.4K | 0.17% | 78 |
|
|
2019
Q3 | $486K | Sell |
13,789
-4,346
| -24% | -$153K | 0.16% | 92 |
|
|
2019
Q2 | $633K | Buy |
18,135
+4,869
| +37% | +$170K | 0.21% | 71 |
|
|
2019
Q1 | $453K | Buy |
13,266
+6,662
| +101% | +$227K | 0.14% | 88 |
|
|
2018
Q4 | $218K | Sell |
6,604
-40,990
| -86% | -$1.35M | 0.08% | 97 |
|
|
2018
Q3 | $1.59M | 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 |
|