Wealthcare Advisory Partners’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 | $2M | Buy |
59,501
+336
| +0.6% | +$11.3K | 0.05% | 327 |
|
|
2025
Q1 | $1.97M | Sell |
59,165
-756
| -1% | -$25.1K | 0.05% | 286 |
|
|
2024
Q4 | $1.96M | Sell |
59,921
-316
| -0.5% | -$10.4K | 0.05% | 278 |
|
|
2024
Q3 | $2.03M | Buy |
60,237
+2,336
| +4% | +$78.7K | 0.06% | 268 |
|
|
2024
Q2 | $1.89M | Buy |
57,901
+36
| +0.1% | +$1.17K | 0.06% | 246 |
|
|
2024
Q1 | $1.89M | Sell |
57,865
-899
| -2% | -$29.4K | 0.06% | 241 |
|
|
2023
Q4 | $1.93M | Buy |
58,764
+7,632
| +15% | +$251K | 0.08% | 207 |
|
|
2023
Q3 | $1.61M | Buy |
51,132
+7,240
| +16% | +$228K | 0.07% | 205 |
|
|
2023
Q2 | $1.41M | Buy |
43,892
+16,938
| +63% | +$544K | 0.06% | 232 |
|
|
2023
Q1 | $876K | Buy |
26,954
+6,048
| +29% | +$197K | 0.04% | 316 |
|
|
2022
Q4 | $665K | Buy |
+20,906
| New | +$665K | 0.03% | 353 |
|
|
2021
Q2 | – | Sell |
-1,659
| Closed | -$60K | – | 1687 |
|
|
2021
Q1 | $60K | Buy |
+1,659
| New | +$60K | ﹤0.01% | 821 |
|
|
2020
Q2 | – | Sell |
-625
| Closed | -$21K | – | 1200 |
|
|
2020
Q1 | $21K | Buy |
625
+93
| +17% | +$3.13K | ﹤0.01% | 721 |
|
|
2019
Q4 | $19K | Buy |
532
+11
| +2% | +$393 | ﹤0.01% | 776 |
|
|
2019
Q3 | $18K | Buy |
521
+20
| +4% | +$691 | ﹤0.01% | 778 |
|
|
2019
Q2 | $17K | Hold |
501
| – | – | ﹤0.01% | 767 |
|
|
2019
Q1 | $17K | Hold |
501
| – | – | ﹤0.01% | 702 |
|
|
2018
Q4 | $17K | Hold |
501
| – | – | ﹤0.01% | 664 |
|
|
2018
Q3 | $17K | Hold |
501
| – | – | ﹤0.01% | 722 |
|
|
2018
Q2 | $17K | Sell |
501
-41
| -8% | -$1.39K | ﹤0.01% | 717 |
|
|
2018
Q1 | $18K | Hold |
542
| – | – | ﹤0.01% | 611 |
|
|
2017
Q4 | $19K | Buy |
542
+400
| +282% | +$14K | ﹤0.01% | 553 |
|
|
2017
Q3 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 655 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$5K | – | 126 |
|
|
2016
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 92 |
|