OIA
Optimum Investment 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 | $99.6K | Hold |
3,300
| – | – | 0.04% | 253 |
|
|
2025
Q1 | $99.3K | Hold |
3,300
| – | – | 0.05% | 245 |
|
|
2024
Q4 | $98.5K | Hold |
3,300
| – | – | 0.04% | 254 |
|
|
2024
Q3 | $99.9K | Hold |
3,300
| – | – | 0.04% | 275 |
|
|
2024
Q2 | $98K | Hold |
3,300
| – | – | 0.04% | 269 |
|
|
2024
Q1 | $98.2K | Hold |
3,300
| – | – | 0.05% | 269 |
|
|
2023
Q4 | $98.3K | Sell |
3,300
-1,700
| -34% | -$50.6K | 0.05% | 263 |
|
|
2023
Q3 | $147K | Hold |
5,000
| – | – | 0.08% | 210 |
|
|
2023
Q2 | $147K | Sell |
5,000
-1,711
| -25% | -$50.4K | 0.07% | 226 |
|
|
2023
Q1 | $199K | Sell |
6,711
-5,589
| -45% | -$166K | 0.1% | 178 |
|
|
2022
Q4 | $361K | Sell |
12,300
-1,625
| -12% | -$47.7K | 0.2% | 124 |
|
|
2022
Q3 | $407K | Hold |
13,925
| – | – | 0.22% | 104 |
|
|
2022
Q2 | $414K | Buy |
13,925
+3,300
| +31% | +$98.1K | 0.21% | 112 |
|
|
2022
Q1 | $320K | Sell |
10,625
-308
| -3% | -$9.28K | 0.13% | 151 |
|
|
2021
Q4 | $339K | Hold |
10,933
| – | – | 0.13% | 155 |
|
|
2021
Q3 | $342K | Sell |
10,933
-12,892
| -54% | -$403K | 0.14% | 148 |
|
|
2021
Q2 | $746K | Sell |
23,825
-12,970
| -35% | -$406K | 0.23% | 91 |
|
|
2021
Q1 | $1.15M | Sell |
36,795
-700
| -2% | -$21.9K | 0.34% | 65 |
|
|
2020
Q4 | $1.18M | Buy |
37,495
+2,970
| +9% | +$93.2K | 0.36% | 62 |
|
|
2020
Q3 | $1.08M | Buy |
34,525
+1,500
| +5% | +$47.1K | 0.36% | 63 |
|
|
2020
Q2 | $1.04M | Buy |
33,025
+5,175
| +19% | +$162K | 0.36% | 63 |
|
|
2020
Q1 | $842K | Sell |
27,850
-1,450
| -5% | -$43.8K | 0.35% | 67 |
|
|
2019
Q4 | $904K | Buy |
29,300
+9,100
| +45% | +$281K | 0.27% | 97 |
|
|
2019
Q3 | $623K | Buy |
+20,200
| New | +$623K | 0.2% | 130 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$18K | – | 1017 |
|
|
2018
Q3 | $18K | Hold |
600
| – | – | 0.01% | 751 |
|
|
2018
Q2 | $18K | Hold |
600
| – | – | 0.01% | 755 |
|
|
2018
Q1 | $18K | Buy |
+600
| New | +$18K | 0.01% | 727 |
|
|
2015
Q1 | $71K | Buy |
2,300
+600
| +35% | +$18.5K | 0.02% | 437 |
|
|
2014
Q4 | $52K | Sell |
1,700
-124
| -7% | -$3.79K | 0.02% | 494 |
|
|
2014
Q3 | $56K | Sell |
1,824
-126
| -6% | -$3.87K | 0.02% | 458 |
|
|
2014
Q2 | $60K | Hold |
1,950
| – | – | 0.02% | 443 |
|
|
2014
Q1 | $60K | Hold |
1,950
| – | – | 0.02% | 375 |
|
|
2013
Q4 | $60K | Hold |
1,950
| – | – | 0.02% | 373 |
|
|
2013
Q3 | $60K | Buy |
+1,950
| New | +$60K | 0.02% | 349 |
|