Founders Capital Management (Texas)’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
Q1
Sell
-800
Closed -$23.8K 382
2023
Q4
$23.8K Sell
800
-1,417
-64% -$41.7K 0.02% 213
2023
Q3
$65K Sell
2,217
-9,823
-82% -$288K 0.05% 110
2023
Q2
$354K Hold
12,040
0.26% 40
2023
Q1
$357K Sell
12,040
-79
-0.7% -$2.33K 0.27% 39
2022
Q4
$356K Hold
12,119
0.27% 43
2022
Q3
$354K Sell
12,119
-700
-5% -$20.8K 0.29% 41
2022
Q2
$381K Sell
12,819
-36
-0.3% -$1.08K 0.3% 42
2022
Q1
$398K Hold
12,855
0.26% 44
2021
Q4
$398K Sell
12,855
-82
-0.6% -$2.55K 0.26% 44
2021
Q3
$404K Buy
12,937
+917
+8% +$28.7K 0.28% 42
2021
Q2
$376K Hold
12,020
0.25% 43
2021
Q1
$376K Buy
12,020
+750
+7% +$23.5K 0.27% 39
2020
Q4
$354K Buy
+11,270
New +$354K 0.25% 40
2020
Q1
$315K Sell
10,420
-1,400
-12% -$42.8K 0.33% 36
2019
Q4
$365K Buy
11,820
+160
+1% +$4.93K 0.28% 40
2019
Q3
$360K Buy
11,660
+1,740
+18% +$53.5K 0.29% 42
2019
Q2
$305K Buy
9,920
+60
+0.6% +$1.83K 0.27% 47
2019
Q1
$301K Hold
9,860
0.28% 47
2018
Q4
$297K Sell
9,860
-2,850
-22% -$85.7K 0.32% 47
2018
Q3
$384K Hold
12,710
0.32% 50
2018
Q2
$383K Sell
12,710
-60
-0.5% -$1.81K 0.34% 52
2018
Q1
$386K Sell
12,770
-770
-6% -$23.3K 0.33% 59
2017
Q4
$412K Buy
13,540
+640
+5% +$19.6K 0.34% 57
2017
Q3
$396K Buy
12,900
+285
+2% +$8.74K 0.33% 57
2017
Q2
$387K Hold
12,615
0.34% 56
2017
Q1
$386K Buy
+12,615
New +$385K 0.35% 58

Other funds holding SPSB