HA
Hofer & Associates’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
102,101
-3,105
| -3% | -$104K | 2.14% | 20 |
|
|
2025
Q1 | $3.5M | Buy |
105,206
+1,725
| +2% | +$57.3K | 2.37% | 18 |
|
|
2024
Q4 | $3.39M | Buy |
103,481
+488
| +0.5% | +$16K | 2.28% | 18 |
|
|
2024
Q3 | $3.47M | Buy |
102,993
+420
| +0.4% | +$14.2K | 2.4% | 14 |
|
|
2024
Q2 | $3.34M | Buy |
102,573
+1,541
| +2% | +$50.2K | 2.59% | 13 |
|
|
2024
Q1 | $3.3M | Sell |
101,032
-56,408
| -36% | -$1.84M | 2.78% | 13 |
|
|
2023
Q4 | $5.17M | Sell |
157,440
-7,279
| -4% | -$239K | 4.8% | 5 |
|
|
2023
Q3 | $5.18M | Buy |
164,719
+601
| +0.4% | +$18.9K | 5.31% | 5 |
|
|
2023
Q2 | $5.27M | Buy |
164,118
+7,654
| +5% | +$246K | 5.06% | 5 |
|
|
2023
Q1 | $4.98M | Sell |
156,464
-962
| -0.6% | -$30.6K | 4.98% | 6 |
|
|
2022
Q4 | $5.01M | Buy |
157,426
+584
| +0.4% | +$18.6K | 5% | 6 |
|
|
2022
Q3 | $4.91M | Buy |
156,842
+1,770
| +1% | +$55.4K | 5.28% | 7 |
|
|
2022
Q2 | $5.06M | Sell |
155,072
-266
| -0.2% | -$8.68K | 5.27% | 7 |
|
|
2022
Q1 | $5.31M | Buy |
155,338
+10,764
| +7% | +$368K | 4.67% | 7 |
|
|
2021
Q4 | $5.23M | Buy |
+144,574
| New | +$5.23M | 4.73% | 7 |
|