Sowell 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
2024 Q4	–	Sell	-24,779	Closed	-$835K	–	594
2024 Q3	$835K	Buy	24,779 +8,773	+55%	+$292K	0.04%	370
2024 Q2	$521K	Buy	16,006 +4,579	+40%	+$148K	0.02%	431
2024 Q1	$374K	Sell	11,427 -3,566	-24%	-$116K	0.02%	491
2023 Q4	$492K	Buy	14,993 +4,913	+49%	+$156K	0.03%	431
2023 Q3	$317K	Sell	10,080 -664	-6%	-$21.1K	0.02%	456
2023 Q2	$345K	Buy	+10,744	New	+$347K	0.02%	499
2023 Q1	–	Sell	-12,144	Closed	-$387K	–	827
2022 Q4	$387K	Buy	+12,144	New	+$384K	0.03%	458
2021 Q2	–	Sell	-26,413	Closed	-$964K	–	2408
2021 Q1	$964K	Sell	26,413 -1,358	-5%	-$49.8K	0.03%	428
2020 Q4	$1.03M	Sell	27,771 -3,290	-11%	-$121K	0.04%	323
2020 Q3	$1.14M	Sell	31,061 -2,648	-8%	-$97.5K	0.06%	269
2020 Q2	$1.23M	Buy	33,709 +16,202	+93%	+$576K	0.07%	236
2020 Q1	$595K	Buy	17,507 +5,765	+49%	+$202K	0.04%	351
2019 Q4	$415K	Buy	11,742 +8,208	+232%	+$289K	0.03%	506
2019 Q3	$125K	Buy	+3,534	New	+$124K	0.01%	774