Global Financial Private Client’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
2026 Q1	$208K	Hold	6,188	–	–	0.07%	231
2025 Q4	$209K	Sell	6,188 -1,464	-19%	-$49.6K	0.07%	220
2025 Q3	$259K	Buy	+7,652	New	+$257K	0.09%	201
2025 Q2	–	Sell	-9,804	Closed	-$326K	–	1391
2025 Q1	$326K	Buy	9,804 +1,174	+14%	+$38.7K	0.12%	163
2024 Q4	$283K	Buy	8,630 +4,205	+95%	+$139K	0.11%	173
2024 Q3	$149K	Hold	4,425	–	–	0.06%	218
2024 Q2	$144K	Hold	4,425	–	–	0.06%	205
2024 Q1	$144K	Buy	4,425 +2,770	+167%	+$90.4K	0.06%	204
2023 Q4	$54.3K	Hold	1,655	–	–	0.03%	292
2023 Q3	$51.6K	Hold	1,655	–	–	0.03%	284
2023 Q2	$52.9K	Hold	1,655	–	–	0.03%	282
2023 Q1	$53.9K	Hold	1,655	–	–	0.03%	275
2022 Q4	$52.7K	Buy	1,655 +450	+37%	+$14.2K	0.03%	269
2022 Q3	$38K	Buy	+1,205	New	+$39.3K	0.02%	293
2020 Q3	–	Sell	-5,917	Closed	-$216K	–	513
2020 Q2	$216K	Buy	+5,917	New	+$210K	0.19%	99