KCFA
Key Client Fiduciary 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 | $203K | Sell |
6,740
-855
| -11% | -$25.8K | 0.08% | 190 |
|
|
2025
Q1 | $229K | Hold |
7,595
| – | – | 0.1% | 168 |
|
|
2024
Q4 | $227K | Hold |
7,595
| – | – | 0.1% | 171 |
|
|
2024
Q3 | $230K | Hold |
7,595
| – | – | 0.1% | 175 |
|
|
2024
Q2 | $226K | Hold |
7,595
| – | – | 0.11% | 163 |
|
|
2024
Q1 | $226K | Hold |
7,595
| – | – | 0.12% | 157 |
|
|
2023
Q4 | $226K | Hold |
7,595
| – | – | 0.13% | 155 |
|
|
2023
Q3 | $223K | Sell |
7,595
-85
| -1% | -$2.49K | 0.14% | 149 |
|
|
2023
Q2 | $226K | Sell |
7,680
-1,500
| -16% | -$44.2K | 0.13% | 153 |
|
|
2023
Q1 | $272K | Hold |
9,180
| – | – | 0.17% | 130 |
|
|
2022
Q4 | $270K | Buy |
+9,180
| New | +$270K | 0.18% | 121 |
|