Congress Wealth Management’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
Q1 | – | Sell |
-34,970
| Closed | -$1.04M | – | 1117 |
|
|
2024
Q4 | $1.04M | Buy |
34,970
+553
| +2% | +$16.5K | 0.01% | 515 |
|
|
2024
Q3 | $1.04M | Buy |
34,417
+424
| +1% | +$12.8K | 0.01% | 519 |
|
|
2024
Q2 | $1.01M | Buy |
33,993
+411
| +1% | +$12.2K | 0.02% | 422 |
|
|
2024
Q1 | $1,000K | Buy |
33,582
+255
| +0.8% | +$7.59K | 0.02% | 377 |
|
|
2023
Q4 | $992K | Buy |
33,327
+510
| +2% | +$15.2K | 0.02% | 392 |
|
|
2023
Q3 | $962K | Buy |
+32,817
| New | +$962K | 0.02% | 380 |
|