HNWAG
High Net Worth Advisory Group’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 | $211K | Hold |
7,000
| – | – | 0.06% | 220 |
|
|
2025
Q1 | $211K | Hold |
7,000
| – | – | 0.06% | 205 |
|
|
2024
Q4 | $209K | Hold |
7,000
| – | – | 0.06% | 210 |
|
|
2024
Q3 | $212K | Hold |
7,000
| – | – | 0.06% | 211 |
|
|
2024
Q2 | $208K | Hold |
7,000
| – | – | 0.06% | 202 |
|
|
2024
Q1 | $208K | Hold |
7,000
| – | – | 0.07% | 205 |
|
|
2023
Q4 | $208K | Sell |
7,000
-637
| -8% | -$19K | 0.08% | 188 |
|
|
2023
Q3 | $224K | Hold |
7,637
| – | – | 0.09% | 175 |
|
|
2023
Q2 | $225K | Buy |
+7,637
| New | +$225K | 0.09% | 176 |
|