SSWM
Sheets Smith Wealth Management’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 | $8.27M | Buy |
246,184
+4,559
| +2% | +$153K | 0.97% | 22 |
|
|
2025
Q1 | $8.03M | Buy |
241,625
+17,048
| +8% | +$567K | 1% | 24 |
|
|
2024
Q4 | $7.36M | Sell |
224,577
-24,508
| -10% | -$803K | 0.9% | 27 |
|
|
2024
Q3 | $8.4M | Buy |
249,085
+57,940
| +30% | +$1.95M | 1.03% | 26 |
|
|
2024
Q2 | $6.22M | Buy |
191,145
+16,970
| +10% | +$553K | 0.74% | 33 |
|
|
2024
Q1 | $5.69M | Buy |
174,175
+6,998
| +4% | +$229K | 0.64% | 40 |
|
|
2023
Q4 | $5.49M | Buy |
167,177
+8,423
| +5% | +$277K | 0.78% | 34 |
|
|
2023
Q3 | $4.99M | Buy |
158,754
+18,140
| +13% | +$571K | 0.76% | 34 |
|
|
2023
Q2 | $4.52M | Buy |
140,614
+8,586
| +7% | +$276K | 0.66% | 38 |
|
|
2023
Q1 | $4.29M | Buy |
132,028
+10,916
| +9% | +$355K | 0.66% | 41 |
|
|
2022
Q4 | $3.85M | Buy |
121,112
+36,012
| +42% | +$1.15M | 0.6% | 44 |
|
|
2022
Q3 | $2.67M | Buy |
85,100
+6,420
| +8% | +$201K | 0.45% | 58 |
|
|
2022
Q2 | $2.57M | Sell |
78,680
-12,739
| -14% | -$416K | 0.42% | 57 |
|
|
2022
Q1 | $3.12M | Sell |
91,419
-319
| -0.3% | -$10.9K | 0.43% | 59 |
|
|
2021
Q4 | $3.32M | Buy |
91,738
+22,802
| +33% | +$824K | 0.41% | 62 |
|
|
2021
Q3 | $2.52M | Sell |
68,936
-1,882
| -3% | -$68.7K | 0.34% | 72 |
|
|
2021
Q2 | $2.6M | Sell |
70,818
-10,846
| -13% | -$398K | 0.35% | 71 |
|
|
2021
Q1 | $2.96M | Sell |
81,664
-65,656
| -45% | -$2.38M | 0.44% | 60 |
|
|
2020
Q4 | $5.48M | Sell |
147,320
-9,899
| -6% | -$368K | 0.83% | 32 |
|
|
2020
Q3 | $5.78M | Buy |
157,219
+5,968
| +4% | +$219K | 1.01% | 27 |
|
|
2020
Q2 | $5.53M | Sell |
151,251
-12,843
| -8% | -$469K | 1.11% | 26 |
|
|
2020
Q1 | $5.58M | Buy |
164,094
+14,838
| +10% | +$505K | 1.17% | 22 |
|
|
2019
Q4 | $5.27M | Buy |
149,256
+19,978
| +15% | +$705K | 1.01% | 23 |
|
|
2019
Q3 | $4.56M | Buy |
129,278
+21,489
| +20% | +$758K | 0.94% | 29 |
|
|
2019
Q2 | $3.77M | Buy |
107,789
+16,326
| +18% | +$570K | 0.77% | 31 |
|
|
2019
Q1 | $3.13M | Buy |
91,463
+119
| +0.1% | +$4.07K | 0.68% | 37 |
|
|
2018
Q4 | $3.02M | Buy |
91,344
+4,153
| +5% | +$137K | 0.81% | 30 |
|
|
2018
Q3 | $2.9M | Buy |
+87,191
| New | +$2.9M | 0.6% | 42 |
|
|
2018
Q2 | – | Sell |
-9,417
| Closed | -$316K | – | 333 |
|
|
2018
Q1 | $316K | Buy |
9,417
+2,951
| +46% | +$99K | 0.08% | 250 |
|
|
2017
Q4 | $221K | Buy |
+6,466
| New | +$221K | 0.05% | 302 |
|