PWG
Private Wealth Group’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 | $1.33M | Buy |
43,944
+172
| +0.4% | +$5.19K | 0.71% | 20 |
|
2025
Q1 | $1.32M | Sell |
43,772
-3,927
| -8% | -$118K | 0.77% | 21 |
|
2024
Q4 | $1.42M | Sell |
47,699
-901
| -2% | -$26.9K | 0.7% | 25 |
|
2024
Q3 | $1.47M | Sell |
48,600
-742
| -2% | -$22.5K | 0.74% | 24 |
|
2024
Q2 | $1.47M | Sell |
49,342
-2,006
| -4% | -$59.6K | 0.77% | 21 |
|
2024
Q1 | $1.53M | Buy |
51,348
+10,658
| +26% | +$317K | 0.79% | 21 |
|
2023
Q4 | $1.21M | Buy |
40,690
+22,025
| +118% | +$656K | 0.69% | 24 |
|
2023
Q3 | $547K | Buy |
+18,665
| New | +$547K | 0.36% | 37 |
|
2020
Q2 | – | Sell |
-8,943
| Closed | -$271K | – | 29 |
|
2020
Q1 | $271K | Sell |
8,943
-8,010
| -47% | -$243K | 0.32% | 25 |
|
2019
Q4 | $523K | Buy |
+16,953
| New | +$523K | 0.54% | 25 |
|