AWE
Avidian Wealth Enterprises’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 | $526K | Sell |
17,417
-3,373
| -16% | -$102K | 0.02% | 322 |
|
|
2025
Q1 | $626K | Sell |
20,790
-226
| -1% | -$6.8K | 0.03% | 267 |
|
|
2024
Q4 | $628K | Buy |
21,016
+1,648
| +9% | +$49.2K | 0.03% | 254 |
|
|
2024
Q3 | $586K | Buy |
19,368
+792
| +4% | +$24K | 0.03% | 272 |
|
|
2024
Q2 | $552K | Buy |
18,576
+333
| +2% | +$9.89K | 0.02% | 261 |
|
|
2024
Q1 | $543K | Buy |
18,243
+4,863
| +36% | +$145K | 0.03% | 249 |
|
|
2023
Q4 | $398K | Buy |
13,380
+809
| +6% | +$24.1K | 0.02% | 298 |
|
|
2023
Q3 | $369K | Buy |
12,571
+1,345
| +12% | +$39.4K | 0.03% | 296 |
|
|
2023
Q2 | $330K | Buy |
11,226
+263
| +2% | +$7.74K | 0.02% | 326 |
|
|
2023
Q1 | $325K | Sell |
10,963
-66,963
| -86% | -$1.98M | 0.02% | 367 |
|
|
2022
Q4 | $2.29M | Buy |
77,926
+66,981
| +612% | +$1.97M | 0.15% | 116 |
|
|
2022
Q3 | $320K | Sell |
10,945
-5,901
| -35% | -$173K | 0.02% | 312 |
|
|
2022
Q2 | $501K | Sell |
16,846
-1,609
| -9% | -$47.9K | 0.04% | 267 |
|
|
2022
Q1 | $556K | Sell |
18,455
-6,649
| -26% | -$200K | 0.03% | 271 |
|
|
2021
Q4 | $777K | Buy |
+25,104
| New | +$777K | 0.05% | 223 |
|
|
2018
Q1 | – | Sell |
-877,154
| Closed | -$26.7K | – | 112 |
|
|
2017
Q4 | $26.7K | Buy |
877,154
+62,149
| +8% | +$1.89K | 7.14% | 4 |
|
|
2017
Q3 | $25M | Buy |
+815,005
| New | +$25M | 9.53% | 3 |
|