Certified Advisory Corp’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 | $11.3M | Sell |
374,889
-1
| -0% | -$30 | 1.18% | 20 |
|
|
2025
Q1 | $11.3M | Buy |
374,890
+10,942
| +3% | +$329K | 1.28% | 18 |
|
|
2024
Q4 | $10.9M | Buy |
363,948
+21,805
| +6% | +$651K | 1.18% | 19 |
|
|
2024
Q3 | $10.4M | Buy |
342,143
+232,862
| +213% | +$7.05M | 1.15% | 22 |
|
|
2024
Q2 | $3.25M | Buy |
109,281
+47,614
| +77% | +$1.41M | 0.41% | 72 |
|
|
2024
Q1 | $1.84M | Buy |
61,667
+53,049
| +616% | +$1.58M | 0.26% | 101 |
|
|
2023
Q4 | $257K | Buy |
+8,618
| New | +$257K | 0.04% | 236 |
|
|
2021
Q2 | – | Sell |
-1,045
| Closed | -$33K | – | 657 |
|
|
2021
Q1 | $33K | Buy |
+1,045
| New | +$33K | 0.01% | 411 |
|
|
2020
Q2 | $30K | Hold |
951
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $29K | Sell |
951
-1,568
| -62% | -$47.8K | 0.01% | 357 |
|
|
2019
Q4 | $78K | Hold |
2,519
| – | – | 0.02% | 261 |
|
|
2019
Q3 | $78K | Hold |
2,519
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $78K | Buy |
2,519
+1,568
| +165% | +$48.6K | 0.03% | 256 |
|
|
2019
Q1 | $29K | Sell |
951
-25
| -3% | -$762 | 0.01% | 382 |
|
|
2018
Q4 | $29K | Hold |
976
| – | – | 0.02% | 355 |
|
|
2018
Q3 | $29K | Hold |
976
| – | – | 0.01% | 378 |
|
|
2018
Q2 | $29K | Hold |
976
| – | – | 0.02% | 357 |
|
|
2018
Q1 | $29K | Buy |
976
+650
| +199% | +$19.3K | 0.02% | 348 |
|
|
2017
Q4 | $9K | Buy |
+326
| New | +$9K | 0.01% | 492 |
|