RIA
Realta 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 | – | Sell |
-4,150
| Closed | -$125K | – | 337 |
|
|
2025
Q1 | $125K | Sell |
4,150
-6,500
| -61% | -$196K | 0.06% | 196 |
|
|
2024
Q4 | $318K | Buy |
10,650
+500
| +5% | +$14.9K | 0.13% | 136 |
|
|
2024
Q3 | $305K | Sell |
10,150
-135
| -1% | -$4.06K | 0.14% | 139 |
|
|
2024
Q2 | $305K | Hold |
10,285
| – | – | 0.06% | 307 |
|
|
2024
Q1 | $306K | Sell |
10,285
-150
| -1% | -$4.47K | 0.06% | 311 |
|
|
2023
Q4 | $311K | Sell |
10,435
-3,700
| -26% | -$110K | 0.07% | 306 |
|
|
2023
Q3 | $416K | Hold |
14,135
| – | – | 0.1% | 238 |
|
|
2023
Q2 | $416K | Hold |
14,135
| – | – | 0.09% | 243 |
|
|
2023
Q1 | $419K | Sell |
14,135
-44
| -0.3% | -$1.3K | 0.1% | 230 |
|
|
2022
Q4 | $417K | Hold |
14,179
| – | – | 0.1% | 235 |
|
|
2022
Q3 | $414K | Buy |
14,179
+3,000
| +27% | +$87.6K | 0.11% | 221 |
|
|
2022
Q2 | $333K | Sell |
11,179
-4,125
| -27% | -$123K | 0.08% | 258 |
|
|
2022
Q1 | $461K | Buy |
15,304
+4,725
| +45% | +$142K | 0.09% | 229 |
|
|
2021
Q4 | $328K | Buy |
10,579
+444
| +4% | +$13.8K | 0.07% | 289 |
|
|
2021
Q3 | $317K | Sell |
10,135
-1,300
| -11% | -$40.7K | 0.07% | 286 |
|
|
2021
Q2 | $358K | Hold |
11,435
| – | – | 0.08% | 258 |
|
|
2021
Q1 | $358K | Buy |
11,435
+4,800
| +72% | +$150K | 0.09% | 250 |
|
|
2020
Q4 | $208K | Buy |
+6,635
| New | +$208K | 0.06% | 306 |
|
|
2020
Q1 | – | Sell |
-3,135
| Closed | -$97K | – | 1237 |
|
|
2019
Q4 | $97K | Hold |
3,135
| – | – | 0.03% | 512 |
|
|
2019
Q3 | $97K | Buy |
3,135
+135
| +5% | +$4.18K | 0.03% | 510 |
|
|
2019
Q2 | $92K | Buy |
+3,000
| New | +$92K | 0.03% | 522 |
|