EP Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $3.12M | Sell |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $4.25M | Sell |
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|
2023
Q4 | $5.13M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $451K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $370K | Buy |
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