Western Wealth Management’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 | $3.73M | Sell |
110,942
-15,149
| -12% | -$509K | 0.22% | 93 |
|
|
2025
Q1 | $4.19M | Buy |
126,091
+7,506
| +6% | +$249K | 0.28% | 79 |
|
|
2024
Q4 | $3.88M | Buy |
118,585
+19,538
| +20% | +$640K | 0.25% | 77 |
|
|
2024
Q3 | $3.34M | Buy |
99,047
+6,642
| +7% | +$224K | 0.19% | 104 |
|
|
2024
Q2 | $3.01M | Buy |
92,405
+11,830
| +15% | +$385K | 0.22% | 91 |
|
|
2024
Q1 | $2.63M | Buy |
80,575
+3,463
| +4% | +$113K | 0.2% | 101 |
|
|
2023
Q4 | $2.53M | Buy |
77,112
+34,120
| +79% | +$1.12M | 0.18% | 119 |
|
|
2023
Q3 | $1.35M | Buy |
42,992
+3,564
| +9% | +$112K | 0.11% | 185 |
|
|
2023
Q2 | $1.27M | Buy |
39,428
+8,511
| +28% | +$273K | 0.11% | 199 |
|
|
2023
Q1 | $1M | Buy |
30,917
+7,845
| +34% | +$255K | 0.09% | 233 |
|
|
2022
Q4 | $734K | Sell |
23,072
-23,200
| -50% | -$738K | 0.08% | 278 |
|
|
2022
Q3 | $1.45M | Buy |
46,272
+5,221
| +13% | +$163K | 0.08% | 238 |
|
|
2022
Q2 | $1.34M | Buy |
41,051
+5,754
| +16% | +$187K | 0.08% | 249 |
|
|
2022
Q1 | $1.21M | Buy |
35,297
+15,357
| +77% | +$524K | 0.06% | 303 |
|
|
2021
Q4 | $724K | Buy |
+19,940
| New | +$724K | 0.07% | 259 |
|
|
2021
Q2 | $619K | Buy |
16,862
+4,395
| +35% | +$161K | 0.06% | 314 |
|
|
2021
Q1 | $452K | Buy |
12,467
+86
| +0.7% | +$3.12K | 0.06% | 304 |
|
|
2020
Q4 | $460K | Sell |
12,381
-2,737
| -18% | -$102K | 0.07% | 269 |
|
|
2020
Q3 | $556K | Buy |
15,118
+1,313
| +10% | +$48.3K | 0.09% | 216 |
|
|
2020
Q2 | $504K | Sell |
13,805
-1,944
| -12% | -$71K | 0.09% | 223 |
|
|
2020
Q1 | $534K | Buy |
15,749
+4,022
| +34% | +$136K | 0.12% | 178 |
|
|
2019
Q4 | $414K | Sell |
11,727
-2,575
| -18% | -$90.9K | 0.06% | 260 |
|
|
2019
Q3 | $505K | Buy |
14,302
+328
| +2% | +$11.6K | 0.11% | 211 |
|
|
2019
Q2 | $491K | Buy |
13,974
+801
| +6% | +$28.1K | 0.06% | 226 |
|
|
2019
Q1 | $450K | Buy |
13,173
+430
| +3% | +$14.7K | 0.1% | 221 |
|
|
2018
Q4 | $420K | Buy |
+12,743
| New | +$420K | 0.11% | 203 |
|