Prospera Financial Services’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 |
-91,612
| Closed | -$3.08M | – | 1400 |
|
|
2025
Q2 | $3.08M | Buy |
91,612
+11,990
| +15% | +$397K | 0.06% | 340 |
|
|
2025
Q1 | $2.65M | Buy |
+79,622
| New | +$2.62M | 0.06% | 322 |
|
|
2024
Q3 | – | Sell |
-7,581
| Closed | -$247K | – | 1189 |
|
|
2024
Q2 | $247K | Sell |
7,581
-84,833
| -92% | -$2.75M | 0.01% | 994 |
|
|
2024
Q1 | $3.02M | Buy |
92,414
+11,938
| +15% | +$389K | 0.09% | 251 |
|
|
2023
Q4 | $2.64M | Buy |
80,476
+3,315
| +4% | +$105K | 0.09% | 263 |
|
|
2023
Q3 | $2.43M | Buy |
77,161
+65,851
| +582% | +$2.1M | 0.09% | 234 |
|
|
2023
Q2 | $363K | Sell |
11,310
-1,644
| -13% | -$53.1K | 0.01% | 712 |
|
|
2023
Q1 | $421K | Buy |
12,954
+5,569
| +75% | +$180K | 0.02% | 669 |
|
|
2022
Q4 | $235K | Sell |
7,385
-6,354
| -46% | -$201K | 0.01% | 793 |
|
|
2022
Q3 | $430K | Buy |
+13,739
| New | +$448K | 0.02% | 557 |
|
|
2022
Q2 | – | Sell |
-1,206
| Closed | -$41K | – | 2478 |
|
|
2022
Q1 | $41K | Buy |
+1,206
| New | +$42.2K | ﹤0.01% | 1458 |
|
|
2020
Q4 | – | Sell |
-4,519
| Closed | -$166K | – | 1438 |
|
|
2020
Q3 | $166K | Buy |
+4,519
| New | +$166K | 0.06% | 278 |
|
|
2018
Q3 | – | Sell |
-7,791
| Closed | -$259K | – | 455 |
|
|
2018
Q2 | $259K | Sell |
7,791
-46
| -0.6% | -$1.53K | 0.04% | 381 |
|
|
2018
Q1 | $262K | Buy |
7,837
+1,307
| +20% | +$44.1K | 0.04% | 366 |
|
|
2017
Q4 | $223K | Sell |
6,530
-616
| -9% | -$21.2K | 0.03% | 360 |
|
|
2017
Q3 | $247K | Buy |
7,146
+1,065
| +18% | +$36.8K | 0.04% | 360 |
|
|
2017
Q2 | $209K | Buy |
+6,081
| New | +$209K | 0.03% | 385 |
|
|
2017
Q1 | – | Sell |
-173,575
| Closed | -$5.91M | – | 417 |
|
|
2016
Q4 | $5.91M | Buy |
+173,575
| New | +$5.95M | 1.16% | 12 |
|
|
2016
Q2 | – | Sell |
-638,344
| Closed | -$21.9M | – | 374 |
|
|
2016
Q1 | $21.9M | Buy |
638,344
+415,364
| +186% | +$14M | 4.87% | 3 |
|
|
2015
Q4 | $7.45M | Buy |
222,980
+24,837
| +13% | +$840K | 1.63% | 10 |
|
|
2015
Q3 | $6.73M | Buy |
198,143
+28,029
| +16% | +$949K | 1.7% | 10 |
|
|
2015
Q2 | $5.78M | Buy |
+170,114
| New | +$5.83M | 1.37% | 10 |
|
|
2014
Q3 | – | Sell |
-48,373
| Closed | -$1.67M | – | 293 |
|
|
2014
Q2 | $1.67M | Buy |
48,373
+7,455
| +18% | +$255K | 0.45% | 46 |
|
|
2014
Q1 | $1.39M | Buy |
40,918
+18,485
| +82% | +$627K | 0.44% | 41 |
|
|
2013
Q4 | $754K | Buy |
22,433
+4,869
| +28% | +$165K | 0.25% | 65 |
|
|
2013
Q3 | $590K | Buy |
17,564
+6,026
| +52% | +$202K | 0.22% | 92 |
|
|
2013
Q2 | $388K | Buy |
+11,538
| New | +$398K | 0.18% | 125 |
|
Other funds holding SPIB
MERSOM
AFI
CCWA
DADC
