IFP Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
3,437
-42
| -1% | -$1.27K | ﹤0.01% | 1615 |
|
|
2025
Q1 | $105K | Buy |
3,479
+142
| +4% | +$4.27K | ﹤0.01% | 1503 |
|
|
2024
Q4 | $99.6K | Sell |
3,337
-3,314
| -50% | -$99K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $201K | Buy |
6,651
+3,498
| +111% | +$106K | 0.01% | 1088 |
|
|
2024
Q2 | $93.6K | Buy |
3,153
+10
| +0.3% | +$297 | ﹤0.01% | 1397 |
|
|
2024
Q1 | $93.6K | Hold |
3,143
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q4 | $93.6K | Buy |
3,143
+2,638
| +522% | +$78.6K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $14.8K | Hold |
505
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q2 | $14.9K | Sell |
505
-254
| -33% | -$7.48K | ﹤0.01% | 2149 |
|
|
2023
Q1 | $22.9K | Sell |
759
-2,056
| -73% | -$61.9K | ﹤0.01% | 1963 |
|
|
2022
Q4 | $88K | Buy |
2,815
+346
| +14% | +$10.8K | ﹤0.01% | 1826 |
|
|
2022
Q3 | $76K | Buy |
2,469
+183
| +8% | +$5.63K | ﹤0.01% | 2058 |
|
|
2022
Q2 | $71K | Hold |
2,286
| – | – | ﹤0.01% | 1921 |
|
|
2022
Q1 | $71K | Buy |
2,286
+1,959
| +599% | +$60.8K | ﹤0.01% | 1921 |
|
|
2021
Q4 | $10K | Hold |
327
| – | – | ﹤0.01% | 2198 |
|
|
2021
Q3 | $10K | Hold |
327
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q2 | $10K | Hold |
327
| – | – | ﹤0.01% | 2211 |
|
|
2021
Q1 | $10K | Hold |
327
| – | – | ﹤0.01% | 2135 |
|
|
2020
Q4 | $10K | Hold |
327
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q3 | $10K | Sell |
327
-127
| -28% | -$3.88K | ﹤0.01% | 1905 |
|
|
2020
Q2 | $14K | Sell |
454
-18
| -4% | -$555 | ﹤0.01% | 1698 |
|
|
2020
Q1 | $14K | Buy |
472
+145
| +44% | +$4.3K | ﹤0.01% | 1637 |
|
|
2019
Q4 | $10K | Hold |
327
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q3 | $10K | Buy |
+327
| New | +$10K | ﹤0.01% | 2081 |
|
|
2019
Q1 | $51K | Sell |
1,677
-5,722
| -77% | -$174K | 0.01% | 966 |
|
|
2018
Q4 | $223K | Sell |
7,399
-7,275
| -50% | -$219K | 0.01% | 819 |
|
|
2018
Q3 | $443K | Buy |
14,674
+7,220
| +97% | +$218K | 0.02% | 719 |
|
|
2018
Q2 | $225K | Buy |
7,454
+1,189
| +19% | +$35.9K | 0.01% | 999 |
|
|
2018
Q1 | $191K | Hold |
6,265
| – | – | 0.01% | 1012 |
|
|
2017
Q4 | $191K | Sell |
6,265
-554
| -8% | -$16.9K | 0.01% | 1011 |
|
|
2017
Q3 | $209K | Buy |
6,819
+327
| +5% | +$10K | 0.01% | 1111 |
|
|
2017
Q2 | $199K | Sell |
6,492
-814
| -11% | -$25K | 0.01% | 1126 |
|
|
2017
Q1 | $224K | Sell |
7,306
-307
| -4% | -$9.41K | 0.01% | 1056 |
|
|
2016
Q4 | $232K | Sell |
7,613
-3,351
| -31% | -$102K | 0.01% | 979 |
|
|
2016
Q3 | $337K | Sell |
10,964
-141
| -1% | -$4.33K | 0.02% | 750 |
|
|
2016
Q2 | $342K | Buy |
11,105
+9,428
| +562% | +$290K | 0.02% | 715 |
|
|
2016
Q1 | $51K | Sell |
1,677
-60,416
| -97% | -$1.84M | 0.01% | 966 |
|
|
2015
Q4 | $1.89M | Buy |
+62,093
| New | +$1.89M | 0.13% | 171 |
|