KOC
Koss-Olinger Consulting’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 | $894K | Buy |
29,627
+13
| +0% | +$392 | 0.07% | 130 |
|
|
2025
Q1 | $891K | Buy |
29,614
+1,261
| +4% | +$37.9K | 0.08% | 129 |
|
|
2024
Q4 | $847K | Hold |
28,353
| – | – | 0.07% | 102 |
|
|
2024
Q3 | $859K | Hold |
28,353
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $842K | Buy |
+28,353
| New | +$842K | 0.08% | 110 |
|
|
2024
Q1 | – | Sell |
-25,199
| Closed | -$750K | – | 268 |
|
|
2023
Q4 | $750K | Buy |
25,199
+32
| +0.1% | +$952 | 0.07% | 119 |
|
|
2023
Q3 | $738K | Hold |
25,167
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $741K | Sell |
25,167
-477
| -2% | -$14K | 0.09% | 111 |
|
|
2023
Q1 | $760K | Hold |
25,644
| – | – | 0.09% | 106 |
|
|
2022
Q4 | $753K | Sell |
25,644
-3,101
| -11% | -$91.1K | 0.11% | 96 |
|
|
2022
Q3 | $840K | Hold |
28,745
| – | – | 0.14% | 66 |
|
|
2022
Q2 | $855K | Buy |
28,745
+59
| +0.2% | +$1.76K | 0.16% | 60 |
|
|
2022
Q1 | $864K | Buy |
28,686
+1,677
| +6% | +$50.5K | 0.14% | 67 |
|
|
2021
Q4 | $836K | Buy |
27,009
+1,006
| +4% | +$31.1K | 0.13% | 67 |
|
|
2021
Q3 | $813K | Buy |
26,003
+1,723
| +7% | +$53.9K | 0.13% | 74 |
|
|
2021
Q2 | $760K | Buy |
24,280
+10,113
| +71% | +$317K | 0.11% | 103 |
|
|
2021
Q1 | $444K | Buy |
+14,167
| New | +$444K | 0.08% | 138 |
|