AWM
Activest Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
7,549
+88
| +1% | +$2.66K | 0.06% | 91 |
|
|
2025
Q1 | $225K | Buy |
7,461
+58
| +0.8% | +$1.75K | 0.06% | 86 |
|
|
2024
Q4 | $221K | Buy |
7,403
+118
| +2% | +$3.52K | 0.06% | 80 |
|
|
2024
Q3 | $221K | Buy |
7,285
+90
| +1% | +$2.73K | 0.07% | 75 |
|
|
2024
Q2 | $214K | Buy |
7,195
+88
| +1% | +$2.61K | 0.07% | 78 |
|
|
2024
Q1 | $212K | Buy |
7,107
+54
| +0.8% | +$1.61K | 0.1% | 60 |
|
|
2023
Q4 | $210K | Buy |
7,053
+109
| +2% | +$3.25K | 0.12% | 45 |
|
|
2023
Q3 | $204K | Buy |
+6,944
| New | +$204K | 0.13% | 40 |
|
|
2023
Q2 | – | Sell |
-6,808
| Closed | -$201K | – | 406 |
|
|
2023
Q1 | $201K | Sell |
6,808
-3,374
| -33% | -$99.6K | 0.13% | 43 |
|
|
2022
Q4 | $299K | Buy |
10,182
+93
| +0.9% | +$2.73K | 0.09% | 69 |
|
|
2022
Q3 | $295K | Buy |
10,089
+6,724
| +200% | +$197K | 0.1% | 63 |
|
|
2022
Q2 | $100K | Buy |
+3,365
| New | +$100K | 0.07% | 64 |
|