Copley Financial Group’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
$2.01M Sell
49,348
-3,816
-7% -$155K 1.49% 11
2025
Q1
$2.16M Sell
53,164
-7,621
-13% -$310K 1.65% 11
2024
Q4
$2.46M Sell
60,785
-31,225
-34% -$1.26M 1.88% 10
2024
Q3
$3.75M Buy
+92,010
New +$3.75M 3.41% 6