Integrated Wealth Concepts’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 | $5.02M | Buy |
149,486
+7,286
| +5% | +$245K | 0.05% | 330 |
|
|
2025
Q1 | $4.73M | Buy |
142,200
+21,196
| +18% | +$705K | 0.06% | 324 |
|
|
2024
Q4 | $3.96M | Buy |
121,004
+5,701
| +5% | +$187K | 0.05% | 343 |
|
|
2024
Q3 | $3.89M | Sell |
115,303
-3,802
| -3% | -$128K | 0.05% | 345 |
|
|
2024
Q2 | $3.88M | Buy |
119,105
+6,135
| +5% | +$200K | 0.05% | 319 |
|
|
2024
Q1 | $3.69M | Buy |
112,970
+102,873
| +1,019% | +$3.36M | 0.05% | 331 |
|
|
2023
Q4 | $331K | Sell |
10,097
-1,230
| -11% | -$40.4K | 0.01% | 1213 |
|
|
2023
Q3 | $356K | Buy |
11,327
+179
| +2% | +$5.63K | 0.01% | 1144 |
|
|
2023
Q2 | $358K | Sell |
11,148
-887
| -7% | -$28.5K | 0.01% | 1144 |
|
|
2023
Q1 | $391K | Buy |
12,035
+3,193
| +36% | +$104K | 0.01% | 950 |
|
|
2022
Q4 | $281K | Sell |
8,842
-1,579
| -15% | -$50.2K | 0.01% | 839 |
|
|
2022
Q3 | $326K | Buy |
10,421
+1,505
| +17% | +$47.1K | 0.01% | 711 |
|
|
2022
Q2 | $291K | Sell |
8,916
-2,648
| -23% | -$86.4K | 0.01% | 770 |
|
|
2022
Q1 | $395K | Sell |
11,564
-4,290
| -27% | -$147K | 0.01% | 646 |
|
|
2021
Q4 | $573K | Sell |
15,854
-1,893
| -11% | -$68.4K | 0.02% | 583 |
|
|
2021
Q3 | $648K | Buy |
17,747
+3,602
| +25% | +$132K | 0.02% | 516 |
|
|
2021
Q2 | $519K | Sell |
14,145
-2,897
| -17% | -$106K | 0.02% | 526 |
|
|
2021
Q1 | $618K | Sell |
17,042
-1,116
| -6% | -$40.5K | 0.03% | 423 |
|
|
2020
Q4 | $675K | Buy |
18,158
+457
| +3% | +$17K | 0.03% | 342 |
|
|
2020
Q3 | $651K | Buy |
17,701
+4,668
| +36% | +$172K | 0.04% | 291 |
|
|
2020
Q2 | $476K | Buy |
13,033
+6,106
| +88% | +$223K | 0.03% | 298 |
|
|
2020
Q1 | $236K | Buy |
6,927
+632
| +10% | +$21.5K | 0.02% | 358 |
|
|
2019
Q4 | $222K | Sell |
6,295
-406
| -6% | -$14.3K | 0.02% | 438 |
|
|
2019
Q3 | $236K | Sell |
6,701
-1,999
| -23% | -$70.4K | 0.03% | 365 |
|
|
2019
Q2 | $311K | Buy |
8,700
+2,839
| +48% | +$101K | 0.04% | 266 |
|
|
2019
Q1 | $200K | Sell |
5,861
-880
| -13% | -$30K | 0.03% | 318 |
|
|
2018
Q4 | $223K | Buy |
+6,741
| New | +$223K | 0.06% | 236 |
|