MFA
Mayflower Financial 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 | $427K | Hold |
12,727
| – | – | 0.06% | 260 |
|
|
2025
Q1 | $423K | Hold |
12,727
| – | – | 0.06% | 252 |
|
|
2024
Q4 | $417K | Sell |
12,727
-3,320
| -21% | -$109K | 0.06% | 249 |
|
|
2024
Q3 | $541K | Sell |
16,047
-10
| -0.1% | -$337 | 0.08% | 206 |
|
|
2024
Q2 | $523K | Buy |
16,057
+10
| +0.1% | +$326 | 0.09% | 201 |
|
|
2024
Q1 | $525K | Hold |
16,047
| – | – | 0.09% | 203 |
|
|
2023
Q4 | $527K | Buy |
16,047
+6,588
| +70% | +$216K | 0.07% | 196 |
|
|
2023
Q3 | $297K | Buy |
9,459
+1,816
| +24% | +$57.1K | 0.04% | 254 |
|
|
2023
Q2 | $245K | Buy |
7,643
+1,209
| +19% | +$38.8K | 0.03% | 303 |
|
|
2023
Q1 | $209K | Hold |
6,434
| – | – | 0.03% | 323 |
|
|
2022
Q4 | $205K | Sell |
6,434
-34,239
| -84% | -$1.09M | 0.03% | 324 |
|
|
2022
Q3 | $1.27M | Sell |
40,673
-579
| -1% | -$18.1K | 0.21% | 93 |
|
|
2022
Q2 | $1.35M | Sell |
41,252
-4,737
| -10% | -$155K | 0.21% | 92 |
|
|
2022
Q1 | $1.57M | Sell |
45,989
-5,235
| -10% | -$179K | 0.21% | 83 |
|
|
2021
Q4 | $1.85M | Buy |
+51,224
| New | +$1.85M | 0.25% | 74 |
|