MWM
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Modern Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Modern Wealth Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.3M Buy
705,285
+119,637
+20% +$3.61M 0.53% 45
2025
Q1 		$17.6M Buy
585,648
+65,736
+13% +$1.98M 0.56% 41
2024
Q4 		$15.5M Buy
519,912
+63,660
+14% +$1.9M 0.58% 41
2024
Q3 		$13.8M Buy
+456,252
New +$13.8M 0.85% 25