Steward Partners Investment Advisory’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 | $4.15M | Buy |
123,567
+4,087
| +3% | +$137K | 0.03% | 477 |
|
|
2025
Q1 | $3.97M | Buy |
119,480
+3,651
| +3% | +$121K | 0.04% | 461 |
|
|
2024
Q4 | $3.79M | Buy |
115,829
+1,665
| +1% | +$54.5K | 0.03% | 455 |
|
|
2024
Q3 | $3.85M | Sell |
114,164
-8,469
| -7% | -$285K | 0.04% | 436 |
|
|
2024
Q2 | $3.99M | Sell |
122,633
-14,407
| -11% | -$469K | 0.04% | 391 |
|
|
2024
Q1 | $4.48M | Buy |
137,040
+3,563
| +3% | +$116K | 0.05% | 355 |
|
|
2023
Q4 | $4.38M | Sell |
133,477
-78,731
| -37% | -$2.58M | 0.06% | 314 |
|
|
2023
Q3 | $6.67M | Buy |
212,208
+7,472
| +4% | +$235K | 0.1% | 207 |
|
|
2023
Q2 | $6.57M | Buy |
204,736
+10,472
| +5% | +$336K | 0.1% | 217 |
|
|
2023
Q1 | $6.31M | Buy |
194,264
+114,903
| +145% | +$3.73M | 0.1% | 216 |
|
|
2022
Q4 | $2.53M | Sell |
79,361
-6,686
| -8% | -$213K | 0.04% | 388 |
|
|
2022
Q3 | $2.7M | Buy |
86,047
+1,679
| +2% | +$52.6K | 0.05% | 353 |
|
|
2022
Q2 | $2.75M | Sell |
84,368
-1,577
| -2% | -$51.5K | 0.05% | 354 |
|
|
2022
Q1 | $2.94M | Buy |
85,945
+2,239
| +3% | +$76.5K | 0.05% | 377 |
|
|
2021
Q4 | $3.03M | Sell |
83,706
-679
| -0.8% | -$24.5K | 0.05% | 375 |
|
|
2021
Q3 | $3.08M | Buy |
84,385
+11,639
| +16% | +$425K | 0.05% | 343 |
|
|
2021
Q2 | $2.67M | Buy |
72,746
+8,066
| +12% | +$296K | 0.05% | 379 |
|
|
2021
Q1 | $2.34M | Buy |
64,680
+7,090
| +12% | +$257K | 0.04% | 394 |
|
|
2020
Q4 | $2.14M | Buy |
57,590
+8,473
| +17% | +$315K | 0.05% | 352 |
|
|
2020
Q3 | $1.81M | Buy |
49,117
+24,737
| +101% | +$910K | 0.05% | 342 |
|
|
2020
Q2 | $891K | Sell |
24,380
-4,082
| -14% | -$149K | 0.03% | 484 |
|
|
2020
Q1 | $968K | Buy |
28,462
+851
| +3% | +$28.9K | 0.04% | 392 |
|
|
2019
Q4 | $974K | Buy |
27,611
+2,094
| +8% | +$73.9K | 0.03% | 465 |
|
|
2019
Q3 | $900K | Buy |
25,517
+6,056
| +31% | +$214K | 0.03% | 436 |
|
|
2019
Q2 | $679K | Buy |
19,461
+4,004
| +26% | +$140K | 0.02% | 480 |
|
|
2019
Q1 | $528K | Sell |
15,457
-448
| -3% | -$15.3K | 0.02% | 500 |
|
|
2018
Q4 | $525K | Buy |
15,905
+3,048
| +24% | +$101K | 0.03% | 474 |
|
|
2018
Q3 | $428K | Buy |
12,857
+1,019
| +9% | +$33.9K | 0.02% | 545 |
|
|
2018
Q2 | $394K | Buy |
11,838
+2,410
| +26% | +$80.2K | 0.02% | 515 |
|
|
2018
Q1 | $316K | Buy |
9,428
+849
| +10% | +$28.5K | 0.02% | 517 |
|
|
2017
Q4 | $293K | Buy |
8,579
+227
| +3% | +$7.75K | 0.02% | 454 |
|
|
2017
Q3 | $288K | Buy |
8,352
+513
| +7% | +$17.7K | 0.03% | 380 |
|
|
2017
Q2 | $269K | Buy |
7,839
+505
| +7% | +$17.3K | 0.03% | 363 |
|
|
2017
Q1 | $250K | Buy |
7,334
+7,063
| +2,606% | +$241K | 0.04% | 299 |
|
|
2016
Q4 | $9K | Buy |
+271
| New | +$9K | ﹤0.01% | 580 |
|