SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

Ownership history in EPG Wealth Management LLC  ·  18 quarters on record

AI Ownership Summary

EPG Wealth Management LLC reported SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows SPIB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EPG Wealth Management LLC's position in SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPIB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EPG Wealth Management LLC held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 113 +1 +0.9% 0.00% $4K 2025-11-03 $33.25
2025 Q2 REDUCED 112 -14 -11.1% 0.00% $4K 2025-08-05 $32.76
2025 Q1 REDUCED 126 -19 -13.1% 0.00% $4K 2025-05-13 $31.82
2024 Q4 ADDED 145 +2 +1.4% 0.00% $5K 2025-02-14 $31.44
2024 Q3 ADDED 143 +143 0.00% $5K 2024-11-13 $31.02
2024 Q2 REDUCED -140 -100.0% 0.00% $5K 2024-08-13 $31.03
2024 Q1 ADDED 140 +1 +0.7% 0.00% $5K 2024-05-14 $29.85
2023 Q4 ADDED 139 +2 +1.5% 0.00% $5K 2024-02-15 $29.67
2023 Q3 ADDED 137 +2 +1.5% 0.00% $4K 2023-11-13 $28.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EPG Wealth Management LLC and SPIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has EPG Wealth Management LLC reported owning SPIB?

EPG Wealth Management LLC reported SPIB across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SPIB position in EPG Wealth Management LLC's portfolio?

The largest reported portfolio weight for SPIB was 0.00% in 2023 Q3.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2025 Q3, when EPG Wealth Management LLC reported 113 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SPIB ownership page compare?

The chart compares EPG Wealth Management LLC's quarterly SPIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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