AE Wealth Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05K | Sell |
198
-1,038
| -84% | -$42.2K | ﹤0.01% | 1904 |
|
|
2025
Q1 | $50.2K | Sell |
1,236
-374
| -23% | -$15.2K | ﹤0.01% | 1585 |
|
|
2024
Q4 | $65.1K | Buy |
+1,610
| New | +$65.1K | ﹤0.01% | 1515 |
|
|
2024
Q1 | – | Sell |
-30,144
| Closed | -$1.22M | – | 1934 |
|
|
2023
Q4 | $1.22M | Buy |
30,144
+2,955
| +11% | +$120K | 0.01% | 1081 |
|
|
2023
Q3 | $1.09M | Sell |
27,189
-5,642
| -17% | -$227K | 0.01% | 1054 |
|
|
2023
Q2 | $1.32M | Buy |
32,831
+9,675
| +42% | +$389K | 0.01% | 983 |
|
|
2023
Q1 | $932K | Buy |
23,156
+9,682
| +72% | +$390K | 0.01% | 1072 |
|
|
2022
Q4 | $539K | Buy |
13,474
+7,888
| +141% | +$315K | ﹤0.01% | 1275 |
|
|
2022
Q3 | $223K | Buy |
+5,586
| New | +$223K | ﹤0.01% | 1575 |
|
|
2021
Q4 | – | Sell |
-33,386
| Closed | -$1.35M | – | 1775 |
|
|
2021
Q3 | $1.35M | Sell |
33,386
-42,138
| -56% | -$1.71M | 0.01% | 775 |
|
|
2021
Q2 | $3.06M | Buy |
+75,524
| New | +$3.06M | 0.03% | 501 |
|