Forvis Mazars 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,733
| Closed | -$259K | – | 442 |
|
|
2024
Q2 | $259K | Sell |
8,733
-4,105
| -32% | -$122K | 0.01% | 367 |
|
|
2024
Q1 | $382K | Sell |
12,838
-7,107
| -36% | -$212K | 0.01% | 320 |
|
|
2023
Q4 | $594K | Sell |
19,945
-1,177
| -6% | -$35.1K | 0.02% | 254 |
|
|
2023
Q3 | $619K | Sell |
21,122
-5,181
| -20% | -$152K | 0.02% | 242 |
|
|
2023
Q2 | $774K | Buy |
26,303
+180
| +0.7% | +$5.3K | 0.02% | 239 |
|
|
2023
Q1 | $774K | Sell |
26,123
-1,460
| -5% | -$43.3K | 0.03% | 222 |
|
|
2022
Q4 | $810K | Sell |
27,583
-1,308
| -5% | -$38.4K | 0.03% | 215 |
|
|
2022
Q3 | $844K | Sell |
28,891
-3,693
| -11% | -$108K | 0.03% | 208 |
|
|
2022
Q2 | $969K | Buy |
+32,584
| New | +$969K | 0.04% | 189 |
|
|
2016
Q2 | – | Sell |
-8,857
| Closed | -$271K | – | 195 |
|
|
2016
Q1 | $271K | Buy |
+8,857
| New | +$271K | 0.04% | 149 |
|