Phillips Financial Management’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 | $223K | Buy |
6,649
+16
| +0.2% | +$537 | 0.02% | 176 |
|
|
2025
Q1 | $220K | Buy |
6,633
+11
| +0.2% | +$366 | 0.02% | 174 |
|
|
2024
Q4 | $217K | Sell |
6,622
-72
| -1% | -$2.36K | 0.02% | 169 |
|
|
2024
Q3 | $226K | Sell |
6,694
-578
| -8% | -$19.5K | 0.02% | 175 |
|
|
2024
Q2 | $237K | Sell |
7,272
-3,228
| -31% | -$105K | 0.02% | 169 |
|
|
2024
Q1 | $343K | Buy |
10,500
+36
| +0.3% | +$1.18K | 0.03% | 148 |
|
|
2023
Q4 | $344K | Sell |
10,464
-84
| -0.8% | -$2.76K | 0.03% | 141 |
|
|
2023
Q3 | $332K | Buy |
10,548
+1,414
| +15% | +$44.5K | 0.03% | 145 |
|
|
2023
Q2 | $293K | Buy |
9,134
+45
| +0.5% | +$1.45K | 0.03% | 147 |
|
|
2023
Q1 | $295K | Sell |
9,089
-157
| -2% | -$5.1K | 0.03% | 144 |
|
|
2022
Q4 | $294K | Sell |
9,246
-1,723
| -16% | -$54.8K | 0.03% | 129 |
|
|
2022
Q3 | $344K | Sell |
10,969
-949
| -8% | -$29.8K | 0.04% | 120 |
|
|
2022
Q2 | $389K | Buy |
11,918
+34
| +0.3% | +$1.11K | 0.04% | 100 |
|
|
2022
Q1 | $406K | Buy |
11,884
+749
| +7% | +$25.6K | 0.04% | 116 |
|
|
2021
Q4 | $403K | Sell |
11,135
-627
| -5% | -$22.7K | 0.04% | 86 |
|
|
2021
Q3 | $430K | Sell |
11,762
-852
| -7% | -$31.1K | 0.04% | 83 |
|
|
2021
Q2 | $463K | Sell |
12,614
-1,413
| -10% | -$51.9K | 0.05% | 81 |
|
|
2021
Q1 | $508K | Sell |
14,027
-2,699
| -16% | -$97.7K | 0.06% | 79 |
|
|
2020
Q4 | $622K | Sell |
16,726
-479
| -3% | -$17.8K | 0.08% | 79 |
|
|
2020
Q3 | $632K | Buy |
17,205
+56
| +0.3% | +$2.06K | 0.1% | 75 |
|
|
2020
Q2 | $626K | Sell |
17,149
-493
| -3% | -$18K | 0.1% | 74 |
|
|
2020
Q1 | $595K | Sell |
17,642
-4,526
| -20% | -$153K | 0.12% | 68 |
|
|
2019
Q4 | $783K | Buy |
22,168
+154
| +0.7% | +$5.44K | 0.13% | 68 |
|
|
2019
Q3 | $777K | Sell |
22,014
-5,584
| -20% | -$197K | 0.14% | 66 |
|
|
2019
Q2 | $962K | Buy |
27,598
+147
| +0.5% | +$5.12K | 0.18% | 65 |
|
|
2019
Q1 | $933K | Sell |
27,451
-805
| -3% | -$27.4K | 0.18% | 66 |
|
|
2018
Q4 | $934K | Sell |
28,256
-4,935
| -15% | -$163K | 0.2% | 63 |
|
|
2018
Q3 | $1.1M | Buy |
33,191
+171
| +0.5% | +$5.67K | 0.23% | 54 |
|
|
2018
Q2 | $1.1M | Buy |
33,020
+102
| +0.3% | +$3.38K | 0.23% | 52 |
|
|
2018
Q1 | $1.1M | Sell |
32,918
-437
| -1% | -$14.6K | 0.24% | 51 |
|
|
2017
Q4 | $1.14M | Sell |
33,355
-422
| -1% | -$14.4K | 0.24% | 50 |
|
|
2017
Q3 | $1.17M | Sell |
33,777
-821
| -2% | -$28.3K | 0.26% | 50 |
|
|
2017
Q2 | $1.19M | Sell |
34,598
-3,312
| -9% | -$114K | 0.27% | 51 |
|
|
2017
Q1 | $1.3M | Sell |
37,910
-384
| -1% | -$13.2K | 0.32% | 47 |
|
|
2016
Q4 | $1.3M | Buy |
38,294
+398
| +1% | +$13.5K | 0.33% | 46 |
|
|
2016
Q3 | $1.31M | Buy |
37,896
+122
| +0.3% | +$4.23K | 0.35% | 45 |
|
|
2016
Q2 | $1.32M | Sell |
37,774
-500
| -1% | -$17.4K | 0.35% | 44 |
|
|
2016
Q1 | $1.31M | Buy |
38,274
+148
| +0.4% | +$5.07K | 0.36% | 44 |
|
|
2015
Q4 | $1.28M | Buy |
38,126
+843
| +2% | +$28.4K | 0.39% | 41 |
|
|
2015
Q3 | $1.27M | Sell |
37,283
-992
| -3% | -$33.7K | 0.37% | 44 |
|
|
2015
Q2 | $1.3M | Sell |
38,275
-352
| -0.9% | -$11.9K | 0.36% | 43 |
|
|
2015
Q1 | $1.34M | Buy |
38,627
+36
| +0.1% | +$1.25K | 0.37% | 44 |
|
|
2014
Q4 | $1.33M | Buy |
38,591
+211
| +0.5% | +$7.26K | 0.38% | 44 |
|
|
2014
Q3 | $1.32M | Sell |
38,380
-344
| -0.9% | -$11.8K | 0.4% | 44 |
|
|
2014
Q2 | $1.33M | Buy |
38,724
+685
| +2% | +$23.5K | 0.4% | 47 |
|
|
2014
Q1 | $1.3M | Buy |
38,039
+454
| +1% | +$15.5K | 0.41% | 46 |
|
|
2013
Q4 | $1.27M | Buy |
37,585
+232
| +0.6% | +$7.82K | 0.42% | 44 |
|
|
2013
Q3 | $1.26M | Buy |
37,353
+383
| +1% | +$12.9K | 0.44% | 41 |
|
|
2013
Q2 | $1.25M | Buy |
+36,970
| New | +$1.25M | 0.45% | 41 |
|