Wealth Enhancement Advisory Services’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 | $35.3M | Sell |
1,057,990
-91,302
| -8% | -$3.05M | 0.06% | 288 |
|
|
2025
Q1 | $38.2M | Buy |
1,149,292
+257,044
| +29% | +$8.54M | 0.07% | 253 |
|
|
2024
Q4 | $29.2M | Buy |
892,248
+198,563
| +29% | +$6.5M | 0.06% | 300 |
|
|
2024
Q3 | $23.4M | Sell |
693,685
-32,339
| -4% | -$1.09M | 0.05% | 323 |
|
|
2024
Q2 | $23.6M | Sell |
726,024
-5,235
| -0.7% | -$170K | 0.06% | 300 |
|
|
2024
Q1 | $23.9M | Sell |
731,259
-6,225,271
| -89% | -$204M | 0.06% | 287 |
|
|
2023
Q4 | $228M | Buy |
6,956,530
+636,490
| +10% | +$20.9M | 0.66% | 23 |
|
|
2023
Q3 | $199M | Buy |
6,320,040
+1,001,413
| +19% | +$31.5M | 0.65% | 23 |
|
|
2023
Q2 | $171M | Buy |
5,318,627
+942,722
| +22% | +$30.3M | 1.84% | 15 |
|
|
2023
Q1 | $142M | Buy |
4,375,905
+3,667,265
| +518% | +$119M | 1.66% | 16 |
|
|
2022
Q4 | $23.1M | Sell |
708,640
-8,379
| -1% | -$273K | 0.3% | 54 |
|
|
2022
Q3 | $22.4M | Buy |
717,019
+35,569
| +5% | +$1.11M | 0.32% | 52 |
|
|
2022
Q2 | $22.2M | Buy |
681,450
+53,937
| +9% | +$1.76M | 0.31% | 55 |
|
|
2022
Q1 | $21.4M | Buy |
627,513
+2,621
| +0.4% | +$89.3K | 0.29% | 53 |
|
|
2021
Q4 | $22.1M | Buy |
624,892
+68,706
| +12% | +$2.43M | 0.32% | 49 |
|
|
2021
Q3 | $20.2M | Sell |
556,186
-387,055
| -41% | -$14.1M | 0.3% | 47 |
|
|
2021
Q2 | $34.7M | Buy |
943,241
+42,386
| +5% | +$1.56M | 0.56% | 40 |
|
|
2021
Q1 | $32.7M | Buy |
900,855
+108,641
| +14% | +$3.95M | 0.59% | 35 |
|
|
2020
Q4 | $29.3M | Buy |
792,214
+135,864
| +21% | +$5.03M | 0.66% | 31 |
|
|
2020
Q3 | $24.2M | Buy |
656,350
+40,467
| +7% | +$1.49M | 0.63% | 31 |
|
|
2020
Q2 | $22.7M | Buy |
615,883
+86,569
| +16% | +$3.19M | 0.65% | 29 |
|
|
2020
Q1 | $18.7M | Buy |
529,314
+64,025
| +14% | +$2.26M | 0.67% | 30 |
|
|
2019
Q4 | $16.4M | Buy |
465,289
+66,246
| +17% | +$2.34M | 0.58% | 29 |
|
|
2019
Q3 | $14.1M | Buy |
399,043
+250,301
| +168% | +$8.82M | 0.57% | 30 |
|
|
2019
Q2 | $5.19M | Buy |
148,742
+101,814
| +217% | +$3.55M | 0.23% | 48 |
|
|
2019
Q1 | $1.6M | Buy |
46,928
+15,757
| +51% | +$537K | 0.09% | 94 |
|
|
2018
Q4 | $1.04M | Buy |
31,171
+8,604
| +38% | +$286K | 0.07% | 112 |
|
|
2018
Q3 | $746K | Buy |
22,567
+5,047
| +29% | +$167K | 0.04% | 138 |
|
|
2018
Q2 | $583K | Buy |
17,520
+9,146
| +109% | +$304K | 0.04% | 139 |
|
|
2018
Q1 | $280K | Buy |
+8,374
| New | +$280K | 0.02% | 135 |
|