Kingswood Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$636K Buy
2025
Q2
$633K Sell
2025
Q1
$649K Sell
2024
Q4
$748K Buy
2024
Q3
$547K Buy
2024
Q2
$537K Sell
2024
Q1
$792K Buy
2023
Q4
$791K Buy
2023
Q3
$600K Buy