Integrated Wealth Concepts’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 | $687K | Buy |
22,743
+2,123
| +10% | +$64.1K | 0.01% | 1110 |
|
|
2025
Q1 | $621K | Sell |
20,620
-2,855
| -12% | -$85.9K | 0.01% | 1045 |
|
|
2024
Q4 | $701K | Buy |
23,475
+1,974
| +9% | +$58.9K | 0.01% | 975 |
|
|
2024
Q3 | $651K | Buy |
21,501
+732
| +4% | +$22.2K | 0.01% | 976 |
|
|
2024
Q2 | $617K | Sell |
20,769
-1,179
| -5% | -$35K | 0.01% | 965 |
|
|
2024
Q1 | $653K | Sell |
21,948
-1,481
| -6% | -$44.1K | 0.01% | 933 |
|
|
2023
Q4 | $698K | Buy |
23,429
+1,141
| +5% | +$34K | 0.01% | 866 |
|
|
2023
Q3 | $653K | Sell |
22,288
-18,839
| -46% | -$552K | 0.01% | 870 |
|
|
2023
Q2 | $1.21M | Buy |
41,127
+23,717
| +136% | +$698K | 0.02% | 610 |
|
|
2023
Q1 | $516K | Sell |
17,410
-1,084
| -6% | -$32.1K | 0.01% | 845 |
|
|
2022
Q4 | $543K | Buy |
18,494
+556
| +3% | +$16.3K | 0.01% | 638 |
|
|
2022
Q3 | $524K | Sell |
17,938
-1,636
| -8% | -$47.8K | 0.02% | 577 |
|
|
2022
Q2 | $582K | Buy |
19,574
+4,478
| +30% | +$133K | 0.02% | 561 |
|
|
2022
Q1 | $455K | Sell |
15,096
-115
| -0.8% | -$3.47K | 0.01% | 597 |
|
|
2021
Q4 | $471K | Buy |
15,211
+1,227
| +9% | +$38K | 0.01% | 628 |
|
|
2021
Q3 | $437K | Sell |
13,984
-335
| -2% | -$10.5K | 0.01% | 609 |
|
|
2021
Q2 | $448K | Buy |
14,319
+3,944
| +38% | +$123K | 0.02% | 554 |
|
|
2021
Q1 | $325K | Buy |
10,375
+1,375
| +15% | +$43.1K | 0.01% | 570 |
|
|
2020
Q4 | $283K | Buy |
9,000
+290
| +3% | +$9.12K | 0.01% | 526 |
|
|
2020
Q3 | $273K | Sell |
8,710
-25,431
| -74% | -$797K | 0.02% | 470 |
|
|
2020
Q2 | $1.07M | Buy |
34,141
+945
| +3% | +$29.6K | 0.08% | 167 |
|
|
2020
Q1 | $1M | Sell |
33,196
-15,473
| -32% | -$468K | 0.09% | 138 |
|
|
2019
Q4 | $1.5M | Buy |
48,669
+14,154
| +41% | +$437K | 0.13% | 116 |
|
|
2019
Q3 | $1.07M | Buy |
34,515
+13,988
| +68% | +$432K | 0.12% | 120 |
|
|
2019
Q2 | $283K | Buy |
20,527
+11,292
| +122% | +$156K | 0.04% | 292 |
|
|
2019
Q1 | $282K | Buy |
+9,235
| New | +$282K | 0.05% | 247 |
|