AWM
Avior 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 | $3.61M | Buy |
119,425
+49
| +0% | +$1.48K | 0.12% | 133 |
|
|
2025
Q1 | $3.59M | Sell |
119,376
-864
| -0.7% | -$26K | 0.14% | 130 |
|
|
2024
Q4 | $3.59M | Sell |
120,240
-1,318
| -1% | -$39.4K | 0.13% | 123 |
|
|
2024
Q3 | $3.68M | Buy |
121,558
+1,030
| +0.9% | +$31.2K | 0.15% | 116 |
|
|
2024
Q2 | $3.58M | Buy |
120,528
+119,399
| +10,576% | +$3.55M | 0.15% | 115 |
|
|
2024
Q1 | $33.6K | Buy |
1,129
+973
| +624% | +$29K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $4.65K | Buy |
+156
| New | +$4.65K | ﹤0.01% | 1168 |
|
|
2023
Q3 | – | Sell |
-1,222
| Closed | -$36K | – | 1678 |
|
|
2023
Q2 | $36K | Buy |
+1,222
| New | +$36K | ﹤0.01% | 832 |
|
|
2022
Q2 | – | Sell |
-7,261
| Closed | -$218K | – | 1224 |
|
|
2022
Q1 | $218K | Buy |
+7,261
| New | +$218K | 0.02% | 423 |
|
|
2020
Q1 | – | Sell |
-446
| Closed | -$13K | – | 888 |
|
|
2019
Q4 | $13K | Hold |
446
| – | – | ﹤0.01% | 580 |
|
|
2019
Q3 | $13K | Hold |
446
| – | – | ﹤0.01% | 568 |
|
|
2019
Q2 | $14K | Hold |
446
| – | – | ﹤0.01% | 567 |
|
|
2019
Q1 | $13K | Hold |
446
| – | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $13K | Hold |
446
| – | – | ﹤0.01% | 556 |
|
|
2018
Q3 | $13K | Hold |
446
| – | – | ﹤0.01% | 561 |
|
|
2018
Q2 | $13K | Buy |
446
+115
| +35% | +$3.35K | ﹤0.01% | 572 |
|
|
2018
Q1 | $10K | Buy |
+331
| New | +$10K | ﹤0.01% | 581 |
|
|
2016
Q1 | – | Sell |
-120
| Closed | -$4K | – | 512 |
|
|
2015
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 377 |
|