B. Riley Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.25M | Sell |
41,719
-2,866
| -6% | -$85.6K | 0.04% | 387 |
|
|
2024
Q3 | $1.35M | Sell |
44,585
-2,558
| -5% | -$77.4K | 0.04% | 419 |
|
|
2024
Q2 | $1.4M | Buy |
47,143
+34,829
| +283% | +$1.03M | 0.04% | 436 |
|
|
2024
Q1 | $361K | Sell |
12,314
-27,266
| -69% | -$799K | 0.01% | 956 |
|
|
2023
Q4 | $1.18M | Buy |
39,580
+27,266
| +221% | +$812K | 0.03% | 477 |
|
|
2023
Q3 | $361K | Sell |
12,314
-2,308
| -16% | -$67.7K | 0.01% | 956 |
|
|
2023
Q2 | $430K | Buy |
14,622
+260
| +2% | +$7.65K | 0.01% | 933 |
|
|
2023
Q1 | $426K | Sell |
14,362
-2,190
| -13% | -$64.9K | 0.01% | 879 |
|
|
2022
Q4 | $486K | Sell |
16,552
-2,839
| -15% | -$83.4K | 0.01% | 797 |
|
|
2022
Q3 | $567K | Buy |
19,391
+11,575
| +148% | +$338K | 0.02% | 698 |
|
|
2022
Q2 | $233K | Buy |
+7,816
| New | +$233K | 0.01% | 975 |
|
|
2021
Q2 | – | Sell |
-6,572
| Closed | -$206K | – | 1453 |
|
|
2021
Q1 | $206K | Buy |
+6,572
| New | +$206K | 0.01% | 1183 |
|