Foundations Investment 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
2025
Q2
$2.45M Buy
81,210
+25,902
+47% +$782K 0.04% 285
2025
Q1
$1.66M Buy
55,308
+10,369
+23% +$312K 0.03% 318
2024
Q4
$1.34M Buy
44,939
+27,537
+158% +$822K 0.03% 353
2024
Q3
$527K Buy
17,402
+7,525
+76% +$228K 0.01% 507
2024
Q2
$293K Buy
+9,877
New +$293K 0.01% 613
2023
Q4
Sell
-14,096
Closed -$413K 725
2023
Q3
$413K Buy
+14,096
New +$413K 0.01% 438