Wealthstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $557K | Sell |
16,605
-227
| -1% | -$7.67K | 0.33% | 79 |
|
|
2025
Q4 | $569K | Sell |
16,832
-701
| -4% | -$23.7K | 0.31% | 78 |
|
|
2025
Q3 | $594K | Sell |
17,533
-1,867
| -10% | -$62.8K | 0.23% | 85 |
|
|
2025
Q2 | $651K | Sell |
19,400
-961
| -5% | -$31.8K | 0.25% | 82 |
|
|
2025
Q1 | $677K | Sell |
20,361
-561
| -3% | -$18.5K | 0.31% | 72 |
|
|
2024
Q4 | $685K | Buy |
+20,922
| New | +$693K | 0.3% | 60 |
|
|
2024
Q2 | – | Sell |
-28,426
| Closed | -$929K | – | 125 |
|
|
2024
Q1 | $929K | Buy |
28,426
+14
| +0% | +$457 | 0.32% | 45 |
|
|
2023
Q4 | $933K | Sell |
28,412
-1,469
| -5% | -$46.7K | 0.35% | 43 |
|
|
2023
Q3 | $940K | Sell |
29,881
-3,011
| -9% | -$95.9K | 0.41% | 30 |
|
|
2023
Q2 | $1.06M | Buy |
32,892
+17
| +0.1% | +$549 | 0.44% | 25 |
|
|
2023
Q1 | $1.07M | Sell |
32,875
-217
| -0.7% | -$7K | 0.45% | 25 |
|
|
2022
Q4 | $1.05M | Sell |
33,092
-1,543
| -4% | -$48.8K | 0.48% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
34,635
-116
| -0.3% | -$3.78K | 0.51% | 24 |
|
|
2022
Q2 | $1.14M | Sell |
34,751
-1,418
| -4% | -$46.9K | 0.48% | 29 |
|
|
2022
Q1 | $1.23M | Sell |
36,169
-1,865
| -5% | -$65.3K | 0.45% | 29 |
|
|
2021
Q4 | $1.37M | Sell |
38,034
-1,963
| -5% | -$71.2K | 0.47% | 28 |
|
|
2021
Q3 | $1.47M | Sell |
39,997
-1,302
| -3% | -$47.9K | 0.54% | 32 |
|
|
2021
Q2 | $1.52M | Buy |
+41,299
| New | +$1.51M | 0.58% | 32 |
|
|
2020
Q1 | $1.27M | Buy |
+37,561
| New | +$1.32M | 0.97% | 13 |
|
|
2019
Q4 | – | Sell |
-38,664
| Closed | -$1.36M | – | 128 |
|
|
2019
Q3 | $1.36M | Sell |
38,664
-2,213
| -5% | -$77.6K | 0.91% | 14 |
|
|
2019
Q2 | $1.42M | Sell |
40,877
-716
| -2% | -$24.6K | 0.99% | 12 |
|
|
2019
Q1 | $1.42M | Buy |
41,593
+16
| +0% | +$537 | 1.03% | 12 |
|
|
2018
Q4 | $1.38M | Sell |
41,577
-1,625
| -4% | -$53.5K | 1.14% | 12 |
|
|
2018
Q3 | $1.44M | Sell |
43,202
-1,905
| -4% | -$63.5K | 1.1% | 12 |
|
|
2018
Q2 | $1.5M | Sell |
45,107
-7,054
| -14% | -$235K | 1.16% | 12 |
|
|
2018
Q1 | $1.75M | Buy |
+52,161
| New | +$1.76M | 1.49% | 11 |
|
Other funds holding SPIB
MERSOM
AFI
DADC
WMN
WA