Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$211K	0.01%	320
2023 Q4	$594K	Sell	19,945 -1,177	-6%	-$34.6K	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%	+$5.31K	0.02%	239
2023 Q1	$774K	Sell	26,123 -1,460	-5%	-$43.1K	0.03%	222
2022 Q4	$810K	Sell	27,583 -1,308	-5%	-$38.3K	0.03%	215
2022 Q3	$844K	Sell	28,891 -3,693	-11%	-$110K	0.03%	208
2022 Q2	$969K	Buy	+32,584	New	+$974K	0.04%	189
2016 Q2	–	Sell	-8,857	Closed	-$271K	–	195
2016 Q1	$271K	Buy	+8,857	New	+$269K	0.04%	149