Financial Advocates Investment Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
173,962
+4,059
| +2% | +$123K | 0.43% | 44 |
|
|
2025
Q1 | $5.11M | Buy |
169,903
+61,657
| +57% | +$1.86M | 0.36% | 57 |
|
|
2024
Q4 | $3.23M | Sell |
108,246
-4,148
| -4% | -$124K | 0.18% | 124 |
|
|
2024
Q3 | $3.4M | Sell |
112,394
-30,373
| -21% | -$920K | 0.19% | 117 |
|
|
2024
Q2 | $4.24M | Buy |
142,767
+53,751
| +60% | +$1.6M | 0.26% | 87 |
|
|
2024
Q1 | $2.65M | Buy |
89,016
+6,233
| +8% | +$186K | 0.15% | 146 |
|
|
2023
Q4 | $2.47M | Sell |
82,783
-18,372
| -18% | -$547K | 0.16% | 142 |
|
|
2023
Q3 | $2.97M | Sell |
101,155
-1,270
| -1% | -$37.3K | 0.21% | 120 |
|
|
2023
Q2 | $3.02M | Buy |
102,425
+9,852
| +11% | +$290K | 0.22% | 115 |
|
|
2023
Q1 | $2.74M | Sell |
92,573
-661
| -0.7% | -$19.6K | 0.2% | 117 |
|
|
2022
Q4 | $2.74M | Buy |
93,234
+76,667
| +463% | +$2.25M | 0.2% | 124 |
|
|
2022
Q3 | $1.39M | Buy |
+16,567
| New | +$1.39M | 0.11% | 194 |
|
|
2022
Q2 | – | Sell |
-27,230
| Closed | -$820K | – | 783 |
|
|
2022
Q1 | $820K | Sell |
27,230
-297
| -1% | -$8.94K | 0.05% | 341 |
|
|
2021
Q4 | $853K | Sell |
27,527
-630
| -2% | -$19.5K | 0.05% | 349 |
|
|
2021
Q3 | $880K | Sell |
28,157
-86
| -0.3% | -$2.69K | 0.06% | 338 |
|
|
2021
Q2 | $884K | Sell |
28,243
-354
| -1% | -$11.1K | 0.06% | 331 |
|
|
2021
Q1 | $897K | Sell |
28,597
-18,408
| -39% | -$577K | 0.06% | 333 |
|
|
2020
Q4 | $1.48M | Buy |
47,005
+2,005
| +4% | +$63K | 0.1% | 227 |
|
|
2020
Q3 | $1.41M | Buy |
45,000
+263
| +0.6% | +$8.25K | 0.12% | 180 |
|
|
2020
Q2 | $1.4M | Buy |
44,737
+19,405
| +77% | +$608K | 0.13% | 180 |
|
|
2020
Q1 | $766K | Buy |
25,332
+47
| +0.2% | +$1.42K | 0.11% | 214 |
|
|
2019
Q4 | $780K | Sell |
25,285
-482
| -2% | -$14.9K | 0.08% | 239 |
|
|
2019
Q3 | $795K | Buy |
25,767
+1,673
| +7% | +$51.6K | 0.09% | 219 |
|
|
2019
Q2 | $742K | Sell |
24,094
-558
| -2% | -$17.2K | 0.09% | 217 |
|
|
2019
Q1 | $753K | Buy |
24,652
+15,322
| +164% | +$468K | 0.09% | 209 |
|
|
2018
Q4 | $281K | Buy |
+9,330
| New | +$281K | 0.04% | 349 |
|