CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,564	Closed	-$603K	–	194
2023 Q3	$603K	Buy	+20,564	New	+$604K	0.02%	148
2019 Q4	$367K	Buy	11,891 +536	+5%	+$16.5K	0.03%	140
2019 Q3	$350K	Buy	+11,355	New	+$349K	0.03%	130
2015 Q2	–	Sell	-64,384	Closed	-$1.98M	–	169
2015 Q1	$1.98M	Sell	64,384 -1,856	-3%	-$56.9K	0.44%	37
2014 Q4	$2.02M	Buy	66,240 +28,880	+77%	+$886K	0.44%	35
2014 Q3	$1.15M	Sell	37,360 -4,401	-11%	-$135K	0.25%	50
2014 Q2	$1.29M	Sell	41,761 -195	-0.5%	-$6K	0.25%	52
2014 Q1	$1.29M	Sell	41,956 -2,026	-5%	-$62.3K	0.29%	51
2013 Q4	$1.35M	Sell	43,982 -9,010	-17%	-$277K	0.34%	50
2013 Q3	$1.63M	Buy	52,992 +37,830	+250%	+$1.16M	0.44%	44
2013 Q2	$464K	Buy	+15,162	New	+$466K	1.27%	22