Congress Wealth Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
35,163
-15,051
| -30% | -$612K | 0.01% | 619 |
|
|
2025
Q1 | $2.04M | Sell |
50,214
-1,625
| -3% | -$66.1K | 0.02% | 489 |
|
|
2024
Q4 | $2.09M | Buy |
51,839
+792
| +2% | +$32K | 0.03% | 406 |
|
|
2024
Q3 | $2.08M | Sell |
51,047
-269,813
| -84% | -$11M | 0.03% | 420 |
|
|
2024
Q2 | $13M | Sell |
320,860
-15,979
| -5% | -$647K | 0.21% | 140 |
|
|
2024
Q1 | $13.6M | Buy |
336,839
+1,608
| +0.5% | +$65.1K | 0.24% | 129 |
|
|
2023
Q4 | $13.5M | Buy |
335,231
+3,180
| +1% | +$128K | 0.25% | 115 |
|
|
2023
Q3 | $13.4M | Buy |
+332,051
| New | +$13.4M | 0.28% | 95 |
|
|
2022
Q3 | – | Sell |
-6,134
| Closed | -$244K | – | 568 |
|
|
2022
Q2 | $244K | Buy |
+6,134
| New | +$244K | 0.01% | 505 |
|