BWA
Beam Wealth 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 | $497K | Sell |
16,453
-1,856
| -10% | -$56K | 0.15% | 93 |
|
|
2025
Q1 | $551K | Sell |
18,309
-1,513
| -8% | -$45.5K | 0.19% | 87 |
|
|
2024
Q4 | $592K | Sell |
19,822
-278
| -1% | -$8.3K | 0.19% | 86 |
|
|
2024
Q3 | $609K | Buy |
20,100
+644
| +3% | +$19.5K | 0.18% | 86 |
|
|
2024
Q2 | $578K | Buy |
+19,456
| New | +$578K | 0.19% | 79 |
|