Strategic Planning Group’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	$5.84M	Buy	173,781 +5,024	+3%	+$169K	0.95%	36
2025 Q1	$5.61M	Buy	168,757 +19,387	+13%	+$644K	1.1%	29
2024 Q4	$4.89M	Buy	149,370 +6,611	+5%	+$217K	0.9%	33
2024 Q3	$4.81M	Buy	142,759 +47,437	+50%	+$1.6M	0.95%	30
2024 Q2	$3.1M	Buy	+95,322	New	+$3.1M	0.68%	58