AAS
Avantax Advisory Services’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 | $19M | Buy |
629,356
+48,585
| +8% | +$1.47M | 0.1% | 152 |
|
|
2025
Q1 | $17.5M | Buy |
580,771
+69,682
| +14% | +$2.1M | 0.11% | 147 |
|
|
2024
Q4 | $15.3M | Buy |
511,089
+44,378
| +10% | +$1.33M | 0.1% | 156 |
|
|
2024
Q3 | $14.1M | Buy |
466,711
+37,242
| +9% | +$1.13M | 0.09% | 165 |
|
|
2024
Q2 | $12.8M | Buy |
429,469
+67,548
| +19% | +$2.01M | 0.09% | 168 |
|
|
2024
Q1 | $10.8M | Buy |
361,921
+26,045
| +8% | +$775K | 0.1% | 162 |
|
|
2023
Q4 | $10M | Buy |
335,876
+43,033
| +15% | +$1.28M | 0.1% | 165 |
|
|
2023
Q3 | $8.59M | Sell |
292,843
-19,298
| -6% | -$566K | 0.1% | 168 |
|
|
2023
Q2 | $9.19M | Buy |
312,141
+20,362
| +7% | +$599K | 0.11% | 155 |
|
|
2023
Q1 | $8.65M | Buy |
291,779
+11,312
| +4% | +$335K | 0.11% | 153 |
|
|
2022
Q4 | $8.24M | Sell |
280,467
-1,425
| -0.5% | -$41.9K | 0.11% | 155 |
|
|
2022
Q3 | $8.24M | Sell |
281,892
-20,530
| -7% | -$600K | 0.13% | 128 |
|
|
2022
Q2 | $8.99M | Sell |
302,422
-7,221
| -2% | -$215K | 0.14% | 124 |
|
|
2022
Q1 | $9.33M | Buy |
309,643
+974
| +0.3% | +$29.4K | 0.13% | 119 |
|
|
2021
Q4 | $9.56M | Buy |
308,669
+26,986
| +10% | +$836K | 0.14% | 114 |
|
|
2021
Q3 | $8.81M | Buy |
281,683
+5,969
| +2% | +$187K | 0.15% | 106 |
|
|
2021
Q2 | $8.64M | Buy |
275,714
+19,593
| +8% | +$614K | 0.16% | 105 |
|
|
2021
Q1 | $8.02M | Buy |
256,121
+5,557
| +2% | +$174K | 0.17% | 101 |
|
|
2020
Q4 | $7.87M | Sell |
250,564
-25,207
| -9% | -$792K | 0.19% | 91 |
|
|
2020
Q3 | $8.66M | Buy |
275,771
+78,140
| +40% | +$2.45M | 0.14% | 124 |
|
|
2020
Q2 | $6.2M | Buy |
197,631
+5,918
| +3% | +$186K | 0.18% | 91 |
|
|
2020
Q1 | $5.79M | Buy |
191,713
+24,351
| +15% | +$736K | 0.17% | 90 |
|
|
2019
Q4 | $5.16M | Buy |
+167,362
| New | +$5.16M | 0.12% | 113 |
|