BPFA
Barnes Pettey Financial Advisors’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 | $1.32M | Buy |
43,844
+3,675
| +9% | +$111K | 0.88% | 26 |
|
2025
Q1 | $1.21M | Buy |
40,169
+26,833
| +201% | +$808K | 0.94% | 28 |
|
2024
Q4 | $398K | Buy |
13,336
+4,125
| +45% | +$123K | 0.3% | 57 |
|
2024
Q3 | $279K | Buy |
9,211
+534
| +6% | +$16.2K | 0.22% | 77 |
|
2024
Q2 | $258K | Buy |
+8,677
| New | +$258K | 0.22% | 76 |
|