Financial Advocates Investment Management’s SPDR SSGA Ultra Short Term Bond ETF ULST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
26,733
-2,052
| -7% | -$83.4K | 0.09% | 215 |
|
|
2025
Q1 | $1.17M | Sell |
28,785
-3,671
| -11% | -$149K | 0.08% | 249 |
|
|
2024
Q4 | $1.31M | Sell |
32,456
-224
| -0.7% | -$9.05K | 0.07% | 240 |
|
|
2024
Q3 | $1.33M | Sell |
32,680
-558
| -2% | -$22.8K | 0.08% | 247 |
|
|
2024
Q2 | $1.35M | Sell |
33,238
-499
| -1% | -$20.2K | 0.08% | 227 |
|
|
2024
Q1 | $1.37M | Sell |
33,737
-1,029
| -3% | -$41.7K | 0.08% | 250 |
|
|
2023
Q4 | $1.4M | Sell |
34,766
-1,394
| -4% | -$56.3K | 0.09% | 219 |
|
|
2023
Q3 | $1.46M | Sell |
36,160
-4,245
| -11% | -$171K | 0.1% | 212 |
|
|
2023
Q2 | $1.63M | Buy |
40,405
+33,959
| +527% | +$1.37M | 0.12% | 191 |
|
|
2023
Q1 | $259K | Sell |
6,446
-228
| -3% | -$9.18K | 0.02% | 592 |
|
|
2022
Q4 | $267K | Sell |
6,674
-25
| -0.4% | -$1K | 0.02% | 586 |
|
|
2022
Q3 | $267K | Hold |
6,699
| – | – | 0.02% | 581 |
|
|
2022
Q2 | $267K | Sell |
6,699
-7,230
| -52% | -$288K | 0.02% | 539 |
|
|
2022
Q1 | $558K | Sell |
13,929
-770
| -5% | -$30.8K | 0.04% | 412 |
|
|
2021
Q4 | $593K | Hold |
14,699
| – | – | 0.04% | 438 |
|
|
2021
Q3 | $595K | Hold |
14,699
| – | – | 0.04% | 442 |
|
|
2021
Q2 | $595K | Sell |
14,699
-1,650
| -10% | -$66.8K | 0.04% | 431 |
|
|
2021
Q1 | $661K | Buy |
+16,349
| New | +$661K | 0.05% | 406 |
|