Kingswood Wealth 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 | $633K | Sell |
20,981
-600
| -3% | -$18.1K | 0.05% | 357 |
|
|
2025
Q1 | $649K | Sell |
21,581
-3,473
| -14% | -$104K | 0.06% | 338 |
|
|
2024
Q4 | $748K | Buy |
25,054
+6,985
| +39% | +$209K | 0.06% | 335 |
|
|
2024
Q3 | $547K | Buy |
18,069
+5
| +0% | +$151 | 0.04% | 436 |
|
|
2024
Q2 | $537K | Sell |
18,064
-8,530
| -32% | -$253K | 0.05% | 368 |
|
|
2024
Q1 | $792K | Buy |
26,594
+21
| +0.1% | +$625 | 0.09% | 247 |
|
|
2023
Q4 | $791K | Buy |
26,573
+6,106
| +30% | +$182K | 0.09% | 242 |
|
|
2023
Q3 | $600K | Buy |
+20,467
| New | +$600K | 0.1% | 211 |
|