JWCA
J.W. Cole Advisors’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 | $410K | Buy |
12,197
+5,569
| +84% | +$187K | 0.01% | 999 |
|
|
2025
Q1 | $220K | Sell |
6,628
-65,635
| -91% | -$2.18M | 0.01% | 1103 |
|
|
2024
Q4 | $2.37M | Buy |
72,263
+26,437
| +58% | +$866K | 0.1% | 215 |
|
|
2024
Q3 | $1.54M | Buy |
+45,826
| New | +$1.54M | 0.06% | 298 |
|
|
2022
Q2 | – | Sell |
-8,327
| Closed | -$284K | – | 804 |
|
|
2022
Q1 | $284K | Buy |
8,327
+745
| +10% | +$25.4K | 0.02% | 638 |
|
|
2021
Q4 | $274K | Buy |
+7,582
| New | +$274K | 0.02% | 681 |
|
|
2021
Q3 | – | Sell |
-5,485
| Closed | -$201K | – | 725 |
|
|
2021
Q2 | $201K | Sell |
5,485
-41
| -0.7% | -$1.5K | 0.02% | 702 |
|
|
2021
Q1 | $200K | Buy |
+5,526
| New | +$200K | 0.02% | 630 |
|