Wealthstar Advisors’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 | $651K | Sell |
19,400
-961
| -5% | -$32.3K | 0.25% | 82 |
|
|
2025
Q1 | $677K | Sell |
20,361
-561
| -3% | -$18.6K | 0.31% | 72 |
|
|
2024
Q4 | $685K | Buy |
+20,922
| New | +$685K | 0.3% | 60 |
|
|
2024
Q2 | – | Sell |
-28,426
| Closed | -$929K | – | 121 |
|
|
2024
Q1 | $929K | Buy |
28,426
+14
| +0% | +$458 | 0.32% | 45 |
|
|
2023
Q4 | $933K | Sell |
28,412
-1,469
| -5% | -$48.2K | 0.15% | 42 |
|
|
2023
Q3 | $940K | Sell |
29,881
-3,011
| -9% | -$94.7K | 0.36% | 29 |
|
|
2023
Q2 | $1.06M | Buy |
32,892
+17
| +0.1% | +$546 | 0.44% | 25 |
|
|
2023
Q1 | $1.07M | Sell |
32,875
-217
| -0.7% | -$7.05K | 0.41% | 24 |
|
|
2022
Q4 | $1.05M | Sell |
33,092
-1,543
| -4% | -$49.1K | 0.48% | 24 |
|
|
2022
Q3 | $1.08M | Sell |
34,635
-116
| -0.3% | -$3.62K | 0.51% | 24 |
|
|
2022
Q2 | $1.14M | Sell |
34,751
-1,418
| -4% | -$46.4K | 0.44% | 28 |
|
|
2022
Q1 | $1.23M | Sell |
36,169
-1,865
| -5% | -$63.3K | 0.45% | 29 |
|
|
2021
Q4 | $1.37M | Sell |
38,034
-1,963
| -5% | -$70.9K | 0.47% | 28 |
|
|
2021
Q3 | $1.47M | Sell |
39,997
-1,302
| -3% | -$47.8K | 0.44% | 31 |
|
|
2021
Q2 | $1.52M | Buy |
+41,299
| New | +$1.52M | 0.48% | 31 |
|
|
2020
Q1 | $1.28M | Buy |
+37,561
| New | +$1.28M | 0.9% | 12 |
|
|
2019
Q4 | – | Sell |
-38,664
| Closed | -$1.37M | – | 84 |
|
|
2019
Q3 | $1.37M | Sell |
38,664
-2,213
| -5% | -$78.1K | 0.76% | 13 |
|
|
2019
Q2 | $1.42M | Sell |
40,877
-716
| -2% | -$24.8K | 0.83% | 11 |
|
|
2019
Q1 | $1.42M | Buy |
41,593
+16
| +0% | +$545 | 0.87% | 11 |
|
|
2018
Q4 | $1.38M | Sell |
41,577
-1,625
| -4% | -$53.8K | 1.03% | 11 |
|
|
2018
Q3 | $1.44M | Sell |
43,202
-1,905
| -4% | -$63.7K | 0.85% | 11 |
|
|
2018
Q2 | $1.5M | Sell |
45,107
-7,054
| -14% | -$235K | 0.46% | 11 |
|
|
2018
Q1 | $1.75M | Buy |
+52,161
| New | +$1.75M | 0.52% | 10 |
|