Kelly Financial Services’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
2025 Q1	–	Sell	-9,336	Closed	-$306K	–	129
2024 Q4	$306K	Buy	+9,336	New	+$309K	0.11%	81
2024 Q3	–	Sell	-1,901	Closed	-$61.9K	–	654
2024 Q2	$61.9K	Buy	1,901 +654	+52%	+$21.2K	0.02%	205
2024 Q1	$40.8K	Buy	1,247 +9	+0.7%	+$294	0.02%	247
2023 Q4	$40.6K	Buy	1,238 +292	+31%	+$9.28K	0.02%	225
2023 Q3	$29.8K	Buy	+946	New	+$30.1K	0.01%	242
2022 Q3	–	Hold	0	–	–	–	697
2022 Q2	–	Sell	-1,287	Closed	-$44K	–	715
2022 Q1	$44K	Sell	1,287 -233	-15%	-$8.16K	0.02%	193
2021 Q4	$55K	Buy	1,520 +560	+58%	+$20.3K	0.03%	160
2021 Q3	$35.1K	Sell	960 -83,192	-99%	-$3.06M	0.02%	201
2021 Q2	$2.29M	Buy	84,152 +83,593	+14,954%	+$3.05M	0.09%	70
2021 Q1	$20.2K	Sell	559 -143	-20%	-$5.25K	0.01%	222
2020 Q4	$26.1K	Buy	702 +699	+23,300%	+$25.8K	0.02%	172
2020 Q3	$113	Hold	3	–	–	﹤0.01%	564
2020 Q2	$112	Hold	3	–	–	﹤0.01%	581
2020 Q1	$103	Hold	3	–	–	﹤0.01%	552
2019 Q4	$107	Hold	3	–	–	﹤0.01%	543
2019 Q3	$106	Buy	+3	New	+$105	﹤0.01%	536