LGWM
Litman Gregory 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 | $22.6M | Sell |
748,209
-126,072
| -14% | -$3.81M | 1.78% | 13 |
|
|
2025
Q1 | $26.3M | Buy |
874,281
+171,536
| +24% | +$5.16M | 2.26% | 11 |
|
|
2024
Q4 | $21M | Sell |
702,745
-257,725
| -27% | -$7.7M | 1.82% | 14 |
|
|
2024
Q3 | $29.1M | Buy |
960,470
+60,170
| +7% | +$1.82M | 2.43% | 10 |
|
|
2024
Q2 | $26.7M | Sell |
900,300
-133,585
| -13% | -$3.97M | 2.37% | 11 |
|
|
2024
Q1 | $30.8M | Sell |
1,033,885
-906,808
| -47% | -$27M | 2.79% | 9 |
|
|
2023
Q4 | $57.8M | Sell |
1,940,693
-169,273
| -8% | -$5.04M | 5.48% | 5 |
|
|
2023
Q3 | $61.9M | Sell |
2,109,966
-78,675
| -4% | -$2.31M | 6.38% | 4 |
|
|
2023
Q2 | $64.4M | Buy |
+2,188,641
| New | +$64.4M | 8.04% | 4 |
|
|
2023
Q1 | – | Sell |
-2,074,023
| Closed | -$60.9M | – | 84 |
|
|
2022
Q4 | $60.9M | Buy |
2,074,023
+203,451
| +11% | +$5.98M | 8.51% | 4 |
|
|
2022
Q3 | $54.7M | Buy |
1,870,572
+919,378
| +97% | +$26.9M | 8.74% | 3 |
|
|
2022
Q2 | $28.3M | Buy |
951,194
+237,286
| +33% | +$7.05M | 4.16% | 7 |
|
|
2022
Q1 | $21.5M | Buy |
713,908
+505,815
| +243% | +$15.2M | 3.15% | 9 |
|
|
2021
Q4 | $6.45M | Buy |
208,093
+136,711
| +192% | +$4.23M | 1.09% | 18 |
|
|
2021
Q3 | $2.23M | Buy |
71,382
+69,607
| +3,922% | +$2.18M | 0.42% | 31 |
|
|
2021
Q2 | $1.78K | Sell |
1,775
-61,793
| -97% | -$61.8K | 0.33% | 33 |
|
|
2021
Q1 | $1.99M | Sell |
63,568
-7,368
| -10% | -$231K | 0.39% | 28 |
|
|
2020
Q4 | $2.23M | Buy |
70,936
+11,991
| +20% | +$376K | 0.41% | 30 |
|
|
2020
Q3 | $1.85M | Hold |
58,945
| – | – | 0.38% | 29 |
|
|
2020
Q2 | $1.85M | Buy |
58,945
+4,868
| +9% | +$153K | 0.41% | 27 |
|
|
2020
Q1 | $1.64M | Sell |
54,077
-12,520
| -19% | -$379K | 0.41% | 27 |
|
|
2019
Q4 | $2.05M | Buy |
66,597
+1,460
| +2% | +$45K | 0.46% | 26 |
|
|
2019
Q3 | $2.01M | Buy |
65,137
+8,794
| +16% | +$271K | 0.49% | 26 |
|
|
2019
Q2 | $1.73M | Sell |
56,343
-9,332
| -14% | -$287K | 0.46% | 26 |
|
|
2019
Q1 | $2.01M | Buy |
65,675
+6,897
| +12% | +$211K | 0.55% | 25 |
|
|
2018
Q4 | $1.77M | Buy |
58,778
+3,339
| +6% | +$101K | 0.54% | 25 |
|
|
2018
Q3 | $1.67M | Buy |
+55,439
| New | +$1.67M | 0.56% | 26 |
|
|
2018
Q2 | – | Sell |
-1,808
| Closed | -$55K | – | 159 |
|
|
2018
Q1 | $55K | Buy |
1,808
+798
| +79% | +$24.3K | 0.02% | 93 |
|
|
2017
Q4 | $31 | Buy |
1,010
+685
| +211% | +$21 | 0.01% | 61 |
|
|
2017
Q3 | $10K | Buy |
+325
| New | +$10K | ﹤0.01% | 67 |
|