CFP
Cypress Financial Planning’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
7,109
+82
| +1% | +$2.48K | 0.07% | 79 |
|
|
2025
Q1 | $212K | Buy |
7,027
+158
| +2% | +$4.76K | 0.08% | 76 |
|
|
2024
Q4 | $205K | Buy |
6,869
+85
| +1% | +$2.54K | 0.08% | 77 |
|
|
2024
Q3 | $205K | Buy |
+6,784
| New | +$205K | 0.08% | 73 |
|
|
2024
Q2 | – | Sell |
-6,733
| Closed | -$200K | – | 71 |
|
|
2024
Q1 | $200K | Buy |
+6,733
| New | +$200K | 0.09% | 66 |
|
|
2023
Q4 | – | Sell |
-7,617
| Closed | -$223K | – | 57 |
|
|
2023
Q3 | $223K | Buy |
+7,617
| New | +$223K | 0.13% | 56 |
|
|
2023
Q1 | – | Sell |
-18,004
| Closed | -$529K | – | 56 |
|
|
2022
Q4 | $529K | Buy |
+18,004
| New | +$529K | 0.35% | 28 |
|