DWP
Destiny Wealth Partners’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 | $2.41M | Hold |
79,791
| – | – | 0.32% | 64 |
|
|
2025
Q1 | $2.4M | Hold |
79,791
| – | – | 0.38% | 63 |
|
|
2024
Q4 | $2.38M | Hold |
79,791
| – | – | 0.39% | 63 |
|
|
2024
Q3 | $2.42M | Hold |
79,791
| – | – | 0.42% | 59 |
|
|
2024
Q2 | $2.37M | Sell |
79,791
-312,953
| -80% | -$9.29M | 0.43% | 58 |
|
|
2024
Q1 | $11.7M | Sell |
392,744
-52,189
| -12% | -$1.55M | 2.1% | 12 |
|
|
2023
Q4 | $13.2M | Sell |
444,933
-5,417
| -1% | -$161K | 2.48% | 9 |
|
|
2023
Q3 | $13.2M | Buy |
450,350
+4,990
| +1% | +$146K | 2.67% | 7 |
|
|
2023
Q2 | $13.1M | Sell |
445,360
-40,019
| -8% | -$1.18M | 2.51% | 9 |
|
|
2023
Q1 | $14.4M | Sell |
485,379
-6,228
| -1% | -$185K | 2.98% | 7 |
|
|
2022
Q4 | $14.4M | Sell |
491,607
-16,242
| -3% | -$477K | 3.13% | 5 |
|
|
2022
Q3 | $14.8M | Sell |
507,849
-5,631
| -1% | -$165K | 3.33% | 3 |
|
|
2022
Q2 | $15.3M | Sell |
513,480
-1,405
| -0.3% | -$41.8K | 3.36% | 3 |
|
|
2022
Q1 | $15.5M | Buy |
514,885
+45,106
| +10% | +$1.36M | 3.02% | 5 |
|
|
2021
Q4 | $14.5M | Buy |
469,779
+4,722
| +1% | +$146K | 2.8% | 5 |
|
|
2021
Q3 | $14.5M | Sell |
465,057
-39,387
| -8% | -$1.23M | 2.92% | 4 |
|
|
2021
Q2 | $15.8M | Sell |
504,444
-38,181
| -7% | -$1.2M | 3.02% | 5 |
|
|
2021
Q1 | $17M | Sell |
542,625
-69,044
| -11% | -$2.16M | 3.54% | 4 |
|
|
2020
Q4 | $19.2M | Buy |
+611,669
| New | +$19.2M | 4% | 3 |
|