WA
Waverly Advisors’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135M | Buy |
4,015,141
+115,454
| +3% | +$3.88M | 1.48% | 9 |
|
|
2025
Q1 | $130M | Buy |
3,899,687
+3,477,294
| +823% | +$116M | 1.58% | 6 |
|
|
2024
Q4 | $13.8M | Buy |
422,393
+23,849
| +6% | +$781K | 0.21% | 99 |
|
|
2024
Q3 | $13.4M | Buy |
398,544
+36,768
| +10% | +$1.24M | 0.25% | 82 |
|
|
2024
Q2 | $11.8M | Buy |
361,776
+27,102
| +8% | +$882K | 0.23% | 90 |
|
|
2024
Q1 | $10.9M | Buy |
+334,674
| New | +$10.9M | 0.26% | 78 |
|