Cerity Partners’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
14,802
+497
| +3% | +$15K | ﹤0.01% | 1927 |
|
|
2025
Q1 | $431K | Sell |
14,305
-2,641
| -16% | -$79.5K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $507K | Buy |
16,946
+2,625
| +18% | +$78.5K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $434K | Buy |
14,321
+2,562
| +22% | +$77.6K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $349K | Buy |
+11,759
| New | +$349K | ﹤0.01% | 1731 |
|
|
2024
Q1 | – | Sell |
-9,051
| Closed | -$269K | – | 2344 |
|
|
2023
Q4 | $269K | Buy |
+9,051
| New | +$269K | ﹤0.01% | 1566 |
|
|
2023
Q3 | – | Sell |
-14,674
| Closed | -$432K | – | 1677 |
|
|
2023
Q2 | $432K | Sell |
14,674
-35,278
| -71% | -$1.04M | ﹤0.01% | 1246 |
|
|
2023
Q1 | $1.48M | Sell |
49,952
-274,602
| -85% | -$8.14M | ﹤0.01% | 819 |
|
|
2022
Q4 | $9.54M | Sell |
324,554
-5,167
| -2% | -$152K | 0.06% | 271 |
|
|
2022
Q3 | $9.63M | Sell |
329,721
-122,273
| -27% | -$3.57M | 0.12% | 156 |
|
|
2022
Q2 | $13.4M | Buy |
451,994
+256,422
| +131% | +$7.62M | 0.15% | 137 |
|
|
2022
Q1 | $5.89M | Buy |
195,572
+27,641
| +16% | +$833K | 0.09% | 177 |
|
|
2021
Q4 | $5.2M | Buy |
167,931
+126,725
| +308% | +$3.92M | 0.08% | 199 |
|
|
2021
Q3 | $1.29M | Hold |
41,206
| – | – | 0.03% | 326 |
|
|
2021
Q2 | $1.29M | Buy |
41,206
+5,371
| +15% | +$168K | 0.03% | 330 |
|
|
2021
Q1 | $1.12M | Buy |
+35,835
| New | +$1.12M | 0.03% | 337 |
|