LA
Lifeworks 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 | $1.6M | Buy |
52,873
+2,288
| +5% | +$69.1K | 0.24% | 99 |
|
|
2025
Q1 | $1.52M | Sell |
50,585
-6,633
| -12% | -$200K | 0.25% | 94 |
|
|
2024
Q4 | $1.71M | Buy |
57,218
+754
| +1% | +$22.5K | 0.31% | 87 |
|
|
2024
Q3 | $1.71M | Buy |
56,464
+39,304
| +229% | +$1.19M | 0.34% | 87 |
|
|
2024
Q2 | $510K | Sell |
17,160
-971
| -5% | -$28.8K | 0.14% | 129 |
|
|
2024
Q1 | $540K | Sell |
18,131
-122
| -0.7% | -$3.63K | 0.15% | 124 |
|
|
2023
Q4 | $544K | Sell |
18,253
-3,419
| -16% | -$102K | 0.19% | 112 |
|
|
2023
Q3 | $635K | Sell |
21,672
-228
| -1% | -$6.69K | 0.25% | 102 |
|
|
2023
Q2 | $645K | Sell |
21,900
-21,493
| -50% | -$633K | 0.27% | 91 |
|
|
2023
Q1 | $1.29M | Buy |
43,393
+18,406
| +74% | +$545K | 0.61% | 54 |
|
|
2022
Q4 | $734K | Buy |
24,987
+2,170
| +10% | +$63.8K | 0.41% | 77 |
|
|
2022
Q3 | $664K | Buy |
22,817
+13,305
| +140% | +$387K | 0.38% | 84 |
|
|
2022
Q2 | $283K | Buy |
+9,512
| New | +$283K | 0.18% | 104 |
|