Outlook Wealth Advisors’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 Q3	–	Sell	-6,478	Closed	-$218K	–	323
2025 Q2	$218K	Buy	6,478 +256	+4%	+$8.48K	0.06%	261
2025 Q1	$207K	Sell	6,222 -5,441	-47%	-$179K	0.06%	258
2024 Q4	$382K	Buy	+11,663	New	+$386K	0.11%	187
2023 Q1	–	Sell	-7,817	Closed	-$249K	–	200
2022 Q4	$249K	Buy	7,817 +1	+0%	+$32	0.12%	151
2022 Q3	$245K	Sell	7,816 -227	-3%	-$7.4K	0.11%	163
2022 Q2	$262K	Sell	8,043 -338	-4%	-$11.2K	0.11%	161
2022 Q1	$287K	Sell	8,381 -60	-0.7%	-$2.1K	0.1%	165
2021 Q4	$305K	Sell	8,441 -72	-0.8%	-$2.61K	0.09%	167
2021 Q3	$311K	Buy	8,513 +23	+0.3%	+$846	0.1%	175
2021 Q2	$312K	Sell	8,490 -129	-1%	-$4.71K	0.1%	175
2021 Q1	$312K	Sell	8,619 -268	-3%	-$9.84K	0.11%	165
2020 Q4	$330K	Sell	8,887 -161	-2%	-$5.94K	0.12%	153
2020 Q3	$333K	Sell	9,048 -604	-6%	-$22.2K	0.13%	144
2020 Q2	$353K	Sell	9,652 -639	-6%	-$22.7K	0.15%	133
2020 Q1	$350K	Buy	+10,291	New	+$361K	0.2%	105