GeoWealth Management’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
13,371
+175
| +1% | +$5.88K | 0.02% | 426 |
|
|
2025
Q1 | $439K | Sell |
13,196
-70,892
| -84% | -$2.36M | 0.02% | 452 |
|
|
2024
Q4 | $2.75M | Buy |
84,088
+80,652
| +2,347% | +$2.64M | 0.09% | 147 |
|
|
2024
Q3 | $116K | Sell |
3,436
-168
| -5% | -$5.66K | ﹤0.01% | 865 |
|
|
2024
Q2 | $117K | Buy |
+3,604
| New | +$117K | 0.01% | 763 |
|
|
2021
Q3 | – | Sell |
-5,073
| Closed | -$187K | – | 402 |
|
|
2021
Q2 | $187K | Sell |
5,073
-9,042
| -64% | -$333K | 0.02% | 199 |
|
|
2021
Q1 | $510K | Sell |
14,115
-12,507
| -47% | -$452K | 0.08% | 115 |
|
|
2020
Q4 | $989K | Buy |
26,622
+14,660
| +123% | +$545K | 0.16% | 106 |
|
|
2020
Q3 | $443K | Buy |
11,962
+5,699
| +91% | +$211K | 0.13% | 101 |
|
|
2020
Q2 | $230K | Buy |
+6,263
| New | +$230K | 0.1% | 140 |
|