HWA
HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Hold |
1,690
| – | – | 0.01% | 372 |
|
|
2025
Q1 | $50.9K | Hold |
1,690
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $50.5K | Hold |
1,690
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $51.2K | Hold |
1,690
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $50.2K | Hold |
1,690
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $50.3K | Hold |
1,690
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $50.3K | Sell |
1,690
-504
| -23% | -$15K | 0.01% | 284 |
|
|
2023
Q3 | $64.3K | Hold |
2,194
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $64.6K | Buy |
2,194
+504
| +30% | +$14.8K | 0.01% | 250 |
|
|
2023
Q1 | $50.1K | Hold |
1,690
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $49.7K | Hold |
1,690
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $49K | Sell |
1,690
-755
| -31% | -$21.9K | 0.01% | 238 |
|
|
2022
Q2 | $73K | Sell |
2,445
-2,245
| -48% | -$67K | 0.02% | 229 |
|
|
2022
Q1 | $141K | Hold |
4,690
| – | – | 0.03% | 177 |
|
|
2021
Q4 | $145K | Hold |
4,690
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $147K | Hold |
4,690
| – | – | 0.04% | 168 |
|
|
2021
Q2 | $147K | Hold |
4,690
| – | – | 0.04% | 164 |
|
|
2021
Q1 | $147K | Hold |
4,690
| – | – | 0.05% | 149 |
|
|
2020
Q4 | $147K | Buy |
+4,690
| New | +$147K | 0.05% | 129 |
|