EverSource Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6K | Hold |
982
| – | – | ﹤0.01% | 1976 |
|
|
2025
Q1 | $29.6K | Hold |
982
| – | – | ﹤0.01% | 1487 |
|
|
2024
Q4 | $29.3K | Hold |
982
| – | – | ﹤0.01% | 1436 |
|
|
2024
Q3 | $29.7K | Hold |
982
| – | – | ﹤0.01% | 1286 |
|
|
2024
Q2 | $29.4K | Sell |
982
-1,117
| -53% | -$33.5K | ﹤0.01% | 1328 |
|
|
2024
Q1 | $62.1K | Buy |
2,099
+182
| +9% | +$5.39K | ﹤0.01% | 887 |
|
|
2023
Q4 | $57.1K | Buy |
1,917
+1,577
| +464% | +$47K | 0.01% | 844 |
|
|
2023
Q3 | $9.97K | Hold |
340
| – | – | ﹤0.01% | 1424 |
|
|
2023
Q2 | $10K | Hold |
340
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q1 | $10.1K | Buy |
340
+301
| +772% | +$8.92K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $1.15K | Hold |
39
| – | – | ﹤0.01% | 2050 |
|
|
2022
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1892 |
|
|
2022
Q2 | – | Sell |
-1,793
| Closed | -$54K | – | 1880 |
|
|
2022
Q1 | $54K | Sell |
1,793
-513
| -22% | -$15.5K | 0.01% | 457 |
|
|
2021
Q4 | $71K | Buy |
+2,306
| New | +$71K | 0.02% | 361 |
|