Summit Financial’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
$8.9M Buy
264,930
+44,669
+20% +$1.5M 0.2% 91
2025
Q1
$7.32M Buy
220,261
+27,577
+14% +$917K 0.21% 97
2024
Q4
$6.31M Buy
192,684
+26,125
+16% +$856K 0.22% 83
2024
Q3
$5.61M Buy
166,559
+87,416
+110% +$2.95M 0.22% 80
2024
Q2
$2.58M Buy
79,143
+616
+0.8% +$20.1K 0.12% 125
2024
Q1
$2.57M Buy
78,527
+4,178
+6% +$137K 0.15% 91
2023
Q4
$2.44M Buy
+74,349
New +$2.44M 0.16% 89