Valeo Financial Advisors’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
2021 Q2	–	Sell	-28	Closed	-$1K	–	1635
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	1936
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	1615
2020 Q3	$1K	Sell	28 -109	-80%	-$4.01K	﹤0.01%	1523
2020 Q2	$5K	Buy	+137	New	+$4.87K	﹤0.01%	1547
2020 Q1	–	Sell	-143	Closed	-$5K	–	1907
2019 Q4	$5K	Buy	143 +2	+1%	+$70	﹤0.01%	1298
2019 Q3	$5K	Buy	141 +1	+0.7%	+$35	﹤0.01%	1211
2019 Q2	$5K	Buy	140 +1	+0.7%	+$34	﹤0.01%	1226
2019 Q1	$5K	Buy	139 +1	+0.7%	+$34	﹤0.01%	1196
2018 Q4	$5K	Sell	138 -133	-49%	-$4.38K	﹤0.01%	1098
2018 Q3	$9K	Buy	271 +137	+102%	+$4.56K	﹤0.01%	1007
2018 Q2	$4K	Hold	134	–	–	﹤0.01%	1205
2018 Q1	$4K	Hold	134	–	–	﹤0.01%	1210
2017 Q4	$5K	Buy	+134	New	+$4.61K	﹤0.01%	1029