BTWM
Baker Tilly 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 | – | Sell |
-6,683
| Closed | -$201K | – | 246 |
|
|
2025
Q1 | $201K | Sell |
6,683
-853
| -11% | -$25.7K | 0.08% | 231 |
|
|
2024
Q4 | $225K | Buy |
+7,536
| New | +$225K | 0.09% | 218 |
|
|
2024
Q3 | – | Sell |
-7,402
| Closed | -$220K | – | 283 |
|
|
2024
Q2 | $220K | Sell |
7,402
-8,884
| -55% | -$264K | 0.09% | 252 |
|
|
2024
Q1 | $485K | Sell |
16,286
-10,711
| -40% | -$319K | 0.09% | 258 |
|
|
2023
Q4 | $804K | Buy |
26,997
+8,898
| +49% | +$265K | 0.13% | 172 |
|
|
2023
Q3 | $531K | Sell |
18,099
-3,195
| -15% | -$93.7K | 0.09% | 242 |
|
|
2023
Q2 | $627K | Buy |
21,294
+1,221
| +6% | +$35.9K | 0.07% | 285 |
|
|
2023
Q1 | $595K | Buy |
20,073
+2,294
| +13% | +$68K | 0.07% | 292 |
|
|
2022
Q4 | $522K | Sell |
17,779
-565
| -3% | -$16.6K | 0.06% | 312 |
|
|
2022
Q3 | $536K | Buy |
18,344
+2,380
| +15% | +$69.5K | 0.07% | 276 |
|
|
2022
Q2 | $475K | Buy |
15,964
+1,675
| +12% | +$49.8K | 0.06% | 320 |
|
|
2022
Q1 | $431K | Buy |
+14,289
| New | +$431K | 0.05% | 375 |
|
|
2021
Q2 | – | Sell |
-8,359
| Closed | -$262K | – | 509 |
|
|
2021
Q1 | $262K | Buy |
8,359
+172
| +2% | +$5.39K | 0.05% | 391 |
|
|
2020
Q4 | $257K | Buy |
+8,187
| New | +$257K | 0.08% | 275 |
|