WIA
Wetzel Investment Advisors’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 | $4.38M | Sell |
130,374
-58,967
| -31% | -$1.98M | 2% | 11 |
|
|
2025
Q1 | $6.29M | Buy |
189,341
+12,069
| +7% | +$401K | 3.17% | 8 |
|
|
2024
Q4 | $5.81M | Buy |
177,272
+8,815
| +5% | +$289K | 2.89% | 8 |
|
|
2024
Q3 | $5.68M | Buy |
168,457
+165,068
| +4,871% | +$5.56M | 2.85% | 7 |
|
|
2024
Q2 | $111K | Buy |
3,389
+844
| +33% | +$27.7K | 0.06% | 166 |
|
|
2024
Q1 | $81.6K | Hold |
2,545
| – | – | 0.05% | 197 |
|
|
2023
Q4 | $84K | Buy |
+2,545
| New | +$84K | 0.05% | 194 |
|