NEWAS
N.E.W. Advisory Services’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 | $230K | Sell |
7,618
-245,222
| -97% | -$7.4M | 0.02% | 170 |
|
|
2025
Q1 | $7.61M | Buy |
252,840
+111,339
| +79% | +$3.35M | 0.58% | 38 |
|
|
2024
Q4 | $4.23M | Buy |
141,501
+1,109
| +0.8% | +$33.1K | 0.4% | 43 |
|
|
2024
Q3 | $4.25M | Buy |
140,392
+6,618
| +5% | +$200K | 0.42% | 38 |
|
|
2024
Q2 | $3.97M | Buy |
133,774
+17,694
| +15% | +$526K | 0.43% | 37 |
|
|
2024
Q1 | $3.46M | Buy |
116,080
+2,121
| +2% | +$63.1K | 0.38% | 39 |
|
|
2023
Q4 | $3.39M | Buy |
113,959
+153
| +0.1% | +$4.56K | 0.41% | 39 |
|
|
2023
Q3 | $3.34M | Buy |
113,806
+2,740
| +2% | +$80.3K | 0.47% | 35 |
|
|
2023
Q2 | $3.27M | Buy |
111,066
+4,140
| +4% | +$122K | 0.46% | 31 |
|
|
2023
Q1 | $3.17M | Buy |
106,926
+9,032
| +9% | +$268K | 0.46% | 31 |
|
|
2022
Q4 | $2.88M | Sell |
97,894
-846
| -0.9% | -$24.9K | 0.45% | 30 |
|
|
2022
Q3 | $2.89M | Sell |
98,740
-1,921
| -2% | -$56.1K | 0.52% | 31 |
|
|
2022
Q2 | $2.99M | Buy |
100,661
+21,506
| +27% | +$639K | 0.52% | 28 |
|
|
2022
Q1 | $2.47M | Sell |
79,155
-20,274
| -20% | -$633K | 0.47% | 32 |
|
|
2021
Q4 | $3.08M | Buy |
99,429
+927
| +0.9% | +$28.7K | 0.47% | 29 |
|
|
2021
Q3 | $3.08M | Buy |
98,502
+7,291
| +8% | +$228K | 0.5% | 27 |
|
|
2021
Q2 | $2.86M | Buy |
91,211
+9,165
| +11% | +$287K | 0.48% | 29 |
|
|
2021
Q1 | $2.57M | Buy |
82,046
+13,279
| +19% | +$416K | 0.48% | 31 |
|
|
2020
Q4 | $2.16M | Buy |
68,767
+2,747
| +4% | +$86.2K | 0.45% | 35 |
|
|
2020
Q3 | $2.07M | Sell |
66,020
-1,315
| -2% | -$41.2K | 0.58% | 31 |
|
|
2020
Q2 | $2.11M | Buy |
+67,335
| New | +$2.11M | 0.66% | 31 |
|
|
2019
Q4 | $1.45M | Buy |
+46,884
| New | +$1.45M | 0.47% | 33 |
|