Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,450,662 | +161,263 | +12.5% | 1.55% | $43.8M | $29.99 |
| 2025 Q3 | ADDED | 1,289,399 | +584,356 | +82.9% | 1.93% | $39.1M | $29.64 |
| 2025 Q2 | ADDED | 705,043 | +126,073 | +21.8% | 1.31% | $21.3M | $29.21 |
| 2025 Q1 | ADDED | 578,970 | +26,438 | +4.8% | 1.14% | $17.4M | $28.78 |
| 2024 Q4 | ADDED | 552,532 | +9,233 | +1.7% | 1.10% | $16.5M | $28.33 |
| 2024 Q3 | ADDED | 543,299 | +46,944 | +9.5% | 1.12% | $16.5M | $28.27 |
| 2024 Q2 | REDUCED | 496,355 | -132,847 | -21.1% | 1.21% | $14.7M | $27.38 |
| 2024 Q1 | REDUCED | 629,202 | -58,427 | -8.5% | 1.37% | $18.7M | $27.11 |
| 2023 Q4 | REDUCED | 687,629 | -74,012 | -9.7% | 1.61% | $20.5M | $26.91 |
| 2023 Q3 | REDUCED | 761,641 | -75,109 | -9.0% | 2.05% | $22.3M | $26.09 |
As of 2025 Q4 — sorted by position size