Geneos Wealth 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 | $2.84M | Sell |
84,516
-103,565
| -55% | -$3.48M | 0.07% | 306 |
|
|
2025
Q1 | $6.25M | Buy |
188,081
+104,255
| +124% | +$3.47M | 0.09% | 271 |
|
|
2024
Q4 | $2.75M | Sell |
83,826
-202
| -0.2% | -$6.62K | 0.1% | 231 |
|
|
2024
Q3 | $2.83M | Sell |
84,028
-8,754
| -9% | -$295K | 0.11% | 222 |
|
|
2024
Q2 | $3.02M | Buy |
92,782
+397
| +0.4% | +$12.9K | 0.13% | 178 |
|
|
2024
Q1 | $3.02M | Buy |
92,385
+7,608
| +9% | +$249K | 0.14% | 184 |
|
|
2023
Q4 | $2.78M | Buy |
84,777
+10,309
| +14% | +$338K | 0.14% | 178 |
|
|
2023
Q3 | $2.34M | Buy |
74,468
+8,528
| +13% | +$268K | 0.12% | 187 |
|
|
2023
Q2 | $2.12M | Buy |
65,940
+21,354
| +48% | +$686K | 0.11% | 210 |
|
|
2023
Q1 | $1.45M | Buy |
44,586
+2,944
| +7% | +$95.7K | 0.09% | 244 |
|
|
2022
Q4 | $1.33M | Buy |
41,642
+2,439
| +6% | +$77.6K | 0.08% | 229 |
|
|
2022
Q3 | $1.23M | Sell |
39,203
-4,028
| -9% | -$126K | 0.08% | 221 |
|
|
2022
Q2 | $1.42M | Buy |
43,231
+8,811
| +26% | +$289K | 0.07% | 255 |
|
|
2022
Q1 | $1.18M | Buy |
34,420
+3,506
| +11% | +$120K | 0.05% | 316 |
|
|
2021
Q4 | $1.12M | Buy |
30,914
+4,777
| +18% | +$173K | 0.04% | 367 |
|
|
2021
Q3 | $956K | Buy |
26,137
+3,435
| +15% | +$126K | 0.04% | 394 |
|
|
2021
Q2 | $832K | Sell |
22,702
-12,830
| -36% | -$470K | 0.03% | 420 |
|
|
2021
Q1 | $1.3M | Buy |
35,532
+3,852
| +12% | +$140K | 0.04% | 357 |
|
|
2020
Q4 | $628K | Buy |
31,680
+16,526
| +109% | +$328K | 0.03% | 474 |
|
|
2020
Q3 | $555K | Buy |
15,154
+490
| +3% | +$17.9K | 0.03% | 402 |
|
|
2020
Q2 | $533K | Buy |
14,664
+1,720
| +13% | +$62.5K | 0.03% | 399 |
|
|
2020
Q1 | $435K | Sell |
12,944
-129,519
| -91% | -$4.35M | 0.03% | 401 |
|
|
2019
Q4 | $5.03M | Sell |
142,463
-3,185
| -2% | -$112K | 0.27% | 107 |
|
|
2019
Q3 | $5.13M | Buy |
145,648
+2,457
| +2% | +$86.5K | 0.31% | 84 |
|
|
2019
Q2 | $5M | Buy |
143,191
+47,035
| +49% | +$1.64M | 0.31% | 85 |
|
|
2019
Q1 | $3.29M | Buy |
96,156
+2,905
| +3% | +$99.2K | 0.22% | 123 |
|
|
2018
Q4 | $3.08M | Buy |
93,251
+152
| +0.2% | +$5.01K | 0.23% | 119 |
|
|
2018
Q3 | $3.1M | Buy |
93,099
+81,255
| +686% | +$2.71M | 0.21% | 138 |
|
|
2018
Q2 | $394K | Buy |
11,844
+150
| +1% | +$4.99K | 0.03% | 371 |
|
|
2018
Q1 | $392K | Buy |
11,694
+1,205
| +11% | +$40.4K | 0.03% | 355 |
|
|
2017
Q4 | $358K | Buy |
10,489
+3,640
| +53% | +$124K | 0.03% | 393 |
|
|
2017
Q3 | $236K | Hold |
6,849
| – | – | 0.02% | 467 |
|
|
2017
Q2 | $235K | Buy |
6,849
+900
| +15% | +$30.9K | 0.02% | 456 |
|
|
2017
Q1 | $203K | Sell |
5,949
-73
| -1% | -$2.49K | 0.02% | 478 |
|
|
2016
Q4 | $204K | Hold |
6,022
| – | – | 0.03% | 453 |
|
|
2016
Q3 | $210K | Sell |
6,022
-334
| -5% | -$11.6K | 0.03% | 436 |
|
|
2016
Q2 | $221K | Sell |
6,356
-1,658
| -21% | -$57.6K | 0.03% | 411 |
|
|
2016
Q1 | $274K | Buy |
+8,014
| New | +$274K | 0.04% | 359 |
|