Pacific Financial Group’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
60,742
-9,930
| -14% | -$333K | 1.59% | 14 |
|
|
2025
Q1 | $2.35M | Sell |
70,672
-4,115
| -6% | -$137K | 1.9% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
74,787
+444
| +0.6% | +$14.5K | 1.82% | 14 |
|
|
2024
Q3 | $2.51M | Sell |
74,343
-4,644
| -6% | -$157K | 1.84% | 14 |
|
|
2024
Q2 | $2.57M | Sell |
78,987
-5,881
| -7% | -$191K | 1.82% | 14 |
|
|
2024
Q1 | $2.77M | Buy |
84,868
+557
| +0.7% | +$18.2K | 1.91% | 13 |
|
|
2023
Q4 | $2.77M | Buy |
84,311
+993
| +1% | +$32.6K | 2.06% | 14 |
|
|
2023
Q3 | $2.62M | Buy |
83,318
+318
| +0.4% | +$10K | 1.71% | 19 |
|
|
2023
Q2 | $2.67M | Buy |
83,000
+9,358
| +13% | +$300K | 1.75% | 20 |
|
|
2023
Q1 | $2.39M | Buy |
73,642
+434
| +0.6% | +$14.1K | 1.8% | 16 |
|
|
2022
Q4 | $2.33M | Sell |
73,208
-1,196
| -2% | -$38.1K | 1.75% | 16 |
|
|
2022
Q3 | $2.33M | Sell |
74,404
-5,481
| -7% | -$172K | 2.09% | 14 |
|
|
2022
Q2 | $2.61M | Sell |
79,885
-6,299
| -7% | -$206K | 1.93% | 15 |
|
|
2022
Q1 | $2.94M | Buy |
86,184
+1,588
| +2% | +$54.2K | 1.92% | 13 |
|
|
2021
Q4 | $3.03M | Buy |
84,596
+5,005
| +6% | +$179K | 1.99% | 16 |
|
|
2021
Q3 | $2.91M | Buy |
79,591
+5,932
| +8% | +$217K | 2.07% | 17 |
|
|
2021
Q2 | $2.7M | Buy |
73,659
+10,309
| +16% | +$378K | 1.87% | 15 |
|
|
2021
Q1 | $2.3M | Buy |
63,350
+8,530
| +16% | +$309K | 1.85% | 15 |
|
|
2020
Q4 | $2.04M | Buy |
54,820
+8,824
| +19% | +$328K | 1.8% | 18 |
|
|
2020
Q3 | $1.69M | Buy |
45,996
+10,174
| +28% | +$374K | 1.33% | 26 |
|
|
2020
Q2 | $1.22M | Hold |
35,822
| – | – | 1.27% | 24 |
|
|
2020
Q1 | $1.22M | Buy |
35,822
+6,256
| +21% | +$213K | 1.26% | 24 |
|
|
2019
Q4 | $1.04M | Buy |
29,566
+5,261
| +22% | +$186K | 0.1% | 61 |
|
|
2019
Q3 | $849K | Buy |
24,305
+1,628
| +7% | +$56.9K | 0.09% | 55 |
|
|
2019
Q2 | $775K | Hold |
22,677
| – | – | 0.09% | 53 |
|
|
2019
Q1 | $775K | Buy |
22,677
+1,289
| +6% | +$44.1K | 0.09% | 52 |
|
|
2018
Q4 | $707K | Buy |
+21,388
| New | +$707K | 0.11% | 45 |
|
|
2016
Q2 | $612K | Buy |
+17,552
| New | +$612K | 1.1% | 29 |
|
|
2015
Q4 | $187K | Buy |
5,597
+679
| +14% | +$22.7K | 0.35% | 43 |
|
|
2015
Q3 | $167K | Buy |
+4,918
| New | +$167K | 0.22% | 50 |
|