Modera 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
$249K Hold
8,234
﹤0.01% 575
2025
Q1
$248K Sell
8,234
-184
-2% -$5.54K ﹤0.01% 550
2024
Q4
$251K Buy
8,418
+184
+2% +$5.49K ﹤0.01% 543
2024
Q3
$249K Hold
8,234
﹤0.01% 533
2024
Q2
$245K Hold
8,234
﹤0.01% 507
2024
Q1
$245K Buy
+8,234
New +$245K ﹤0.01% 514
2023
Q4
Sell
-8,234
Closed -$241K 549
2023
Q3
$241K Hold
8,234
﹤0.01% 488
2023
Q2
$242K Buy
+8,234
New +$242K ﹤0.01% 498
2022
Q2
Sell
-7,873
Closed -$237K 365
2022
Q1
$237K Sell
7,873
-126
-2% -$3.79K 0.01% 322
2021
Q4
$248K Buy
+7,999
New +$248K 0.01% 489