GM
GeoWealth Management’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 | $1.77M | Sell |
58,699
-3,288
| -5% | -$99.3K | 0.07% | 166 |
|
|
2025
Q1 | $1.87M | Sell |
61,987
-12,577
| -17% | -$379K | 0.08% | 153 |
|
|
2024
Q4 | $2.23M | Sell |
74,564
-15,230
| -17% | -$455K | 0.07% | 174 |
|
|
2024
Q3 | $2.72M | Sell |
89,794
-1,280
| -1% | -$38.8K | 0.1% | 153 |
|
|
2024
Q2 | $2.7M | Sell |
91,074
-3,335
| -4% | -$99.1K | 0.12% | 128 |
|
|
2024
Q1 | $2.81M | Buy |
94,409
+24,016
| +34% | +$715K | 0.11% | 139 |
|
|
2023
Q4 | $2.1M | Sell |
70,393
-3,101
| -4% | -$92.3K | 0.17% | 116 |
|
|
2023
Q3 | $2.16M | Sell |
73,494
-10,893
| -13% | -$320K | 0.24% | 95 |
|
|
2023
Q2 | $2.49M | Buy |
84,387
+13,768
| +19% | +$405K | 0.27% | 75 |
|
|
2023
Q1 | $2.09M | Sell |
70,619
-135,259
| -66% | -$4.01M | 0.24% | 66 |
|
|
2022
Q4 | $6.05M | Buy |
205,878
+763
| +0.4% | +$22.4K | 0.64% | 29 |
|
|
2022
Q3 | $5.99M | Sell |
205,115
-73,613
| -26% | -$2.15M | 0.65% | 29 |
|
|
2022
Q2 | $8.29M | Buy |
278,728
+29,474
| +12% | +$877K | 1.11% | 20 |
|
|
2022
Q1 | $7.51M | Sell |
249,254
-6,764
| -3% | -$204K | 0.66% | 43 |
|
|
2021
Q4 | $7.93M | Buy |
256,018
+17,240
| +7% | +$534K | 0.65% | 42 |
|
|
2021
Q3 | $7.46M | Buy |
238,778
+14,387
| +6% | +$450K | 0.62% | 48 |
|
|
2021
Q2 | $7.02M | Buy |
224,391
+19,557
| +10% | +$612K | 0.89% | 27 |
|
|
2021
Q1 | $6.41M | Buy |
204,834
+458
| +0.2% | +$14.3K | 1% | 28 |
|
|
2020
Q4 | $6.42M | Buy |
204,376
+59,241
| +41% | +$1.86M | 1.03% | 29 |
|
|
2020
Q3 | $4.55M | Buy |
145,135
+41,050
| +39% | +$1.29M | 1.38% | 19 |
|
|
2020
Q2 | $3.26M | Buy |
+104,085
| New | +$3.26M | 1.35% | 23 |
|