KWM
Kingsview Wealth Management’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 | $13.4M | Buy |
442,884
+1,639
| +0.4% | +$49.5K | 0.23% | 78 |
|
|
2025
Q1 | $13.3M | Buy |
441,245
+4,633
| +1% | +$139K | 0.25% | 73 |
|
|
2024
Q4 | $13M | Sell |
436,612
-17,632
| -4% | -$526K | 0.25% | 69 |
|
|
2024
Q3 | $13.8M | Sell |
454,244
-46,364
| -9% | -$1.4M | 0.29% | 63 |
|
|
2024
Q2 | $14.9M | Buy |
500,608
+19,709
| +4% | +$585K | 0.35% | 53 |
|
|
2024
Q1 | $14.3M | Buy |
480,899
+92,998
| +24% | +$2.77M | 0.36% | 53 |
|
|
2023
Q4 | $11.6M | Buy |
387,901
+27,295
| +8% | +$813K | 0.34% | 64 |
|
|
2023
Q3 | $10.6M | Buy |
360,606
+10,800
| +3% | +$317K | 0.38% | 59 |
|
|
2023
Q2 | $10.3M | Sell |
349,806
-3,532
| -1% | -$104K | 0.4% | 51 |
|
|
2023
Q1 | $10.5M | Sell |
353,338
-12,060
| -3% | -$357K | 0.44% | 52 |
|
|
2022
Q4 | $10.7M | Buy |
365,398
+6,342
| +2% | +$186K | 0.47% | 46 |
|
|
2022
Q3 | $10.5M | Sell |
359,056
-17,957
| -5% | -$525K | 0.5% | 41 |
|
|
2022
Q2 | $11.2M | Buy |
377,013
+1,604
| +0.4% | +$47.7K | 0.54% | 34 |
|
|
2022
Q1 | $11.3M | Sell |
375,409
-6,870
| -2% | -$207K | 0.5% | 39 |
|
|
2021
Q4 | $11.8M | Sell |
382,279
-3,529
| -0.9% | -$109K | 0.49% | 37 |
|
|
2021
Q3 | $12.1M | Sell |
385,808
-106,694
| -22% | -$3.33M | 0.57% | 30 |
|
|
2021
Q2 | $15.4M | Buy |
492,502
+42,969
| +10% | +$1.34M | 0.76% | 23 |
|
|
2021
Q1 | $14.1M | Buy |
449,533
+4,377
| +1% | +$137K | 0.8% | 21 |
|
|
2020
Q4 | $14M | Buy |
445,156
+173,798
| +64% | +$5.46M | 1.01% | 14 |
|
|
2020
Q3 | $8.51M | Buy |
271,358
+69,955
| +35% | +$2.19M | 0.76% | 20 |
|
|
2020
Q2 | $6.31M | Buy |
201,403
+14,669
| +8% | +$460K | 0.63% | 28 |
|
|
2020
Q1 | $5.65M | Buy |
186,734
+437
| +0.2% | +$13.2K | 0.76% | 26 |
|
|
2019
Q4 | $5.75M | Buy |
186,297
+174,455
| +1,473% | +$5.38M | 0.72% | 27 |
|
|
2019
Q3 | $365K | Buy |
11,842
+263
| +2% | +$8.11K | 0.06% | 307 |
|
|
2019
Q2 | $356K | Buy |
11,579
+4,376
| +61% | +$135K | 0.06% | 298 |
|
|
2019
Q1 | $220K | Buy |
7,203
+95
| +1% | +$2.9K | 0.03% | 415 |
|
|
2018
Q4 | $214K | Buy |
7,108
+266
| +4% | +$8.01K | 0.05% | 332 |
|
|
2018
Q3 | $206K | Sell |
6,842
-7,250
| -51% | -$218K | 0.04% | 337 |
|
|
2018
Q2 | $425K | Sell |
14,092
-7,203
| -34% | -$217K | 0.1% | 212 |
|
|
2018
Q1 | $643K | Sell |
21,295
-11,499
| -35% | -$347K | 0.16% | 169 |
|
|
2017
Q4 | $998K | Buy |
32,794
+19,853
| +153% | +$604K | 0.36% | 84 |
|
|
2017
Q3 | $397K | Buy |
12,941
+3,691
| +40% | +$113K | 0.17% | 165 |
|
|
2017
Q2 | $283K | Sell |
9,250
-19,028
| -67% | -$582K | 0.15% | 193 |
|
|
2017
Q1 | $866K | Buy |
+28,278
| New | +$866K | 0.51% | 58 |
|