Golden State 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 | $1.94M | Buy |
57,722
+2,361
| +4% | +$79.3K | 0.24% | 79 |
|
2025
Q1 | $1.84M | Buy |
55,361
+5,904
| +12% | +$196K | 0.27% | 74 |
|
2024
Q4 | $1.62M | Buy |
+49,457
| New | +$1.62M | 0.24% | 79 |
|
2020
Q4 | – | Sell |
-2,105
| Closed | -$77K | – | 398 |
|
2020
Q3 | $77K | Buy |
+2,105
| New | +$77K | 0.03% | 291 |
|
2020
Q2 | – | Sell |
-2,221
| Closed | -$76K | – | 781 |
|
2020
Q1 | $76K | Buy |
+2,221
| New | +$76K | 0.03% | 291 |
|
2019
Q4 | – | Sell |
-2,235
| Closed | -$79K | – | 783 |
|
2019
Q3 | $79K | Buy |
2,235
+135
| +6% | +$4.77K | 0.03% | 347 |
|
2019
Q2 | $73K | Buy |
2,100
+1,398
| +199% | +$48.6K | 0.02% | 386 |
|
2019
Q1 | $24K | Buy |
+702
| New | +$24K | 0.01% | 583 |
|