AWM
AE 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 | $199K | Sell |
6,593
-6,670
| -50% | -$201K | ﹤0.01% | 1315 |
|
|
2025
Q1 | $399K | Sell |
13,263
-37,339
| -74% | -$1.12M | ﹤0.01% | 987 |
|
|
2024
Q4 | $1.51M | Sell |
50,602
-93,068
| -65% | -$2.78M | 0.01% | 610 |
|
|
2024
Q3 | $4.35M | Sell |
143,670
-18,089
| -11% | -$548K | 0.04% | 359 |
|
|
2024
Q2 | $4.8M | Buy |
161,759
+147,642
| +1,046% | +$4.38M | 0.05% | 333 |
|
|
2024
Q1 | $420K | Sell |
14,117
-1,048,270
| -99% | -$31.2M | ﹤0.01% | 867 |
|
|
2023
Q4 | $31.7M | Sell |
1,062,387
-122,649
| -10% | -$3.66M | 0.16% | 134 |
|
|
2023
Q3 | $34.7M | Sell |
1,185,036
-830,058
| -41% | -$24.3M | 0.21% | 107 |
|
|
2023
Q2 | $59.3M | Buy |
2,015,094
+347,482
| +21% | +$10.2M | 0.36% | 43 |
|
|
2023
Q1 | $49.4M | Sell |
1,667,612
-69,614
| -4% | -$2.06M | 0.32% | 54 |
|
|
2022
Q4 | $51M | Sell |
1,737,226
-252,376
| -13% | -$7.41M | 0.37% | 44 |
|
|
2022
Q3 | $58.1M | Buy |
1,989,602
+198,212
| +11% | +$5.79M | 0.46% | 35 |
|
|
2022
Q2 | $53.3M | Buy |
1,791,390
+742,113
| +71% | +$22.1M | 0.43% | 43 |
|
|
2022
Q1 | $31.6M | Buy |
1,049,277
+445,510
| +74% | +$13.4M | 0.22% | 102 |
|
|
2021
Q4 | $18.7M | Buy |
603,767
+381,819
| +172% | +$11.8M | 0.13% | 165 |
|
|
2021
Q3 | $6.94M | Buy |
221,948
+101,006
| +84% | +$3.16M | 0.06% | 303 |
|
|
2021
Q2 | $3.79M | Buy |
120,942
+21,602
| +22% | +$676K | 0.03% | 450 |
|
|
2021
Q1 | $3.11M | Buy |
99,340
+16,774
| +20% | +$525K | 0.03% | 443 |
|
|
2020
Q4 | $2.59M | Buy |
82,566
+846
| +1% | +$26.6K | 0.03% | 424 |
|
|
2020
Q3 | $2.56M | Buy |
81,720
+9,125
| +13% | +$286K | 0.04% | 366 |
|
|
2020
Q2 | $2.28M | Buy |
72,595
+57,814
| +391% | +$1.81M | 0.04% | 373 |
|
|
2020
Q1 | $447K | Sell |
14,781
-83,698
| -85% | -$2.53M | 0.01% | 715 |
|
|
2019
Q4 | $3.04M | Buy |
98,479
+65,009
| +194% | +$2M | 0.07% | 261 |
|
|
2019
Q3 | $1.03M | Buy |
33,470
+23,924
| +251% | +$738K | 0.03% | 435 |
|
|
2019
Q2 | $294K | Buy |
9,546
+1,091
| +13% | +$33.6K | 0.01% | 760 |
|
|
2019
Q1 | $258K | Sell |
8,455
-5,857
| -41% | -$179K | 0.02% | 512 |
|
|
2018
Q4 | $431K | Buy |
14,312
+1,504
| +12% | +$45.3K | 0.07% | 277 |
|
|
2018
Q3 | $387K | Buy |
+12,808
| New | +$387K | 0.02% | 385 |
|