Kovitz Investment Group Partners’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 | $1.72M | Sell |
51,121
-6,104
| -11% | -$205K | 0.01% | 674 |
|
|
2025
Q1 | $1.9M | Sell |
57,225
-2,372
| -4% | -$78.8K | 0.01% | 592 |
|
|
2024
Q4 | $1.95M | Sell |
59,597
-1,811
| -3% | -$59.3K | 0.01% | 575 |
|
|
2024
Q3 | $2.07M | Buy |
61,408
+6,670
| +12% | +$225K | 0.01% | 486 |
|
|
2024
Q2 | $1.78M | Sell |
54,738
-744
| -1% | -$24.2K | 0.02% | 445 |
|
|
2024
Q1 | $1.81M | Buy |
55,482
+2,490
| +5% | +$81.4K | 0.02% | 308 |
|
|
2023
Q4 | $1.74M | Buy |
52,992
+19,406
| +58% | +$637K | 0.03% | 243 |
|
|
2023
Q3 | $1.06M | Sell |
33,586
-1,130
| -3% | -$35.5K | 0.02% | 275 |
|
|
2023
Q2 | $1.11M | Sell |
34,716
-6,479
| -16% | -$208K | 0.02% | 284 |
|
|
2023
Q1 | $1.34M | Buy |
41,195
+8,580
| +26% | +$279K | 0.02% | 261 |
|
|
2022
Q4 | $1.04M | Sell |
32,615
-316
| -1% | -$10.1K | 0.02% | 271 |
|
|
2022
Q3 | $1.03M | Sell |
32,931
-2,776
| -8% | -$86.9K | 0.02% | 259 |
|
|
2022
Q2 | $1.17M | Sell |
35,707
-671
| -2% | -$21.9K | 0.03% | 267 |
|
|
2022
Q1 | $1.24M | Sell |
36,378
-17,917
| -33% | -$612K | 0.02% | 273 |
|
|
2021
Q4 | $2.02M | Buy |
54,295
+865
| +2% | +$32.2K | 0.05% | 205 |
|
|
2021
Q3 | $1.95M | Sell |
53,430
-870
| -2% | -$31.8K | 0.04% | 233 |
|
|
2021
Q2 | $1.99M | Sell |
54,300
-2,320
| -4% | -$85.2K | 0.04% | 240 |
|
|
2021
Q1 | $2.05M | Buy |
56,620
+2,525
| +5% | +$91.5K | 0.05% | 212 |
|
|
2020
Q4 | $2.01M | Buy |
54,095
+1,590
| +3% | +$59.1K | 0.05% | 200 |
|
|
2020
Q3 | $1.93M | Buy |
52,505
+17,175
| +49% | +$631K | 0.05% | 197 |
|
|
2020
Q2 | $1.29M | Buy |
35,330
+445
| +1% | +$16.3K | 0.04% | 226 |
|
|
2020
Q1 | $1.19M | Sell |
34,885
-3,365
| -9% | -$114K | 0.04% | 222 |
|
|
2019
Q4 | $1.35M | Buy |
38,250
+1,310
| +4% | +$46.3K | 0.04% | 232 |
|
|
2019
Q3 | $1.3M | Sell |
36,940
-800
| -2% | -$28.2K | 0.04% | 232 |
|
|
2019
Q2 | $1.32M | Sell |
37,740
-2,160
| -5% | -$75.4K | 0.04% | 237 |
|
|
2019
Q1 | $1.36M | Buy |
+39,900
| New | +$1.36M | 0.04% | 236 |
|