Acima Private Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-289,706
Closed -$8.49M 258
2023
Q3
$8.49M Buy
289,706
+62,584
+28% +$1.84M 3.78% 4
2023
Q2
$6.69M Buy
227,122
+2,450
+1% +$72.3K 3.2% 6
2023
Q1
$6.66M Sell
224,672
-4,427
-2% -$131K 3.27% 7
2022
Q4
$6.73M Sell
229,099
-45,698
-17% -$1.34M 3.45% 5
2022
Q3
$8.03M Buy
274,797
+10,199
+4% +$303K 4.13% 2
2022
Q2
$7.87M Buy
264,598
+89,705
+51% +$2.68M 3.93% 3
2022
Q1
$5.27M Sell
174,893
-163,225
-48% -$4.98M 2.43% 11
2021
Q4
$10.5M Buy
338,118
+21,597
+7% +$671K 4.51% 2
2021
Q3
$9.89M Buy
316,521
+14,156
+5% +$443K 4.55% 1
2021
Q2
$9.46M Buy
302,365
+43,162
+17% +$1.35M 4.34% 2
2021
Q1
$8.12M Buy
259,203
+2,917
+1% +$91.4K 3.99% 3
2020
Q4
$8.05M Buy
256,286
+19,404
+8% +$609K 4.17% 3
2020
Q3
$7.43M Buy
236,882
+1,400
+0.6% +$43.9K 4.48% 1
2020
Q2
$7.38M Buy
235,482
+33,619
+17% +$1.04M 4.77% 1
2020
Q1
$6.11M Buy
201,863
+25,077
+14% +$767K 4.7% 1
2019
Q4
$5.45M Buy
176,786
+45,661
+35% +$1.41M 3.77% 5
2019
Q3
$4.04M Buy
131,125
+51,410
+64% +$1.58M 3.09% 6
2019
Q2
$2.45M Buy
+79,715
New +$2.44M 1.94% 11

Other funds holding SPSB