EWA
EP Wealth Advisors’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 | $2.81M | Sell |
93,164
-422
| -0.5% | -$12.7K | 0.02% | 353 |
|
|
2025
Q1 | $2.82M | Sell |
93,586
-23,293
| -20% | -$701K | 0.02% | 308 |
|
|
2024
Q4 | $3.49M | Buy |
116,879
+13,904
| +14% | +$415K | 0.03% | 264 |
|
|
2024
Q3 | $3.12M | Sell |
102,975
-5,401
| -5% | -$164K | 0.03% | 276 |
|
|
2024
Q2 | $3.22M | Sell |
108,376
-34,281
| -24% | -$1.02M | 0.03% | 225 |
|
|
2024
Q1 | $4.25M | Sell |
142,657
-29,604
| -17% | -$881K | 0.05% | 188 |
|
|
2023
Q4 | $5.13M | Buy |
+172,261
| New | +$5.13M | 0.07% | 158 |
|
|
2022
Q3 | – | Sell |
-5,780
| Closed | -$172K | – | 605 |
|
|
2022
Q2 | $172K | Sell |
5,780
-793
| -12% | -$23.6K | ﹤0.01% | 595 |
|
|
2022
Q1 | $198K | Buy |
6,573
+7
| +0.1% | +$211 | ﹤0.01% | 575 |
|
|
2021
Q4 | $203K | Sell |
6,566
-7,879
| -55% | -$244K | ﹤0.01% | 529 |
|
|
2021
Q3 | $451K | Buy |
14,445
+3,648
| +34% | +$114K | 0.01% | 349 |
|
|
2021
Q2 | $338K | Buy |
+10,797
| New | +$338K | 0.01% | 419 |
|
|
2017
Q2 | – | Sell |
-12,090
| Closed | -$370K | – | 194 |
|
|
2017
Q1 | $370K | Buy |
+12,090
| New | +$370K | 0.05% | 99 |
|