RWM
Revisor Wealth Management’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 | $4.6M | Buy |
152,946
+27,528
| +22% | +$827K | 1.66% | 11 |
|
|
2025
Q1 | $3.77M | Buy |
125,418
+53,507
| +74% | +$1.61M | 1.68% | 12 |
|
|
2024
Q4 | $2.15M | Sell |
71,911
-23,043
| -24% | -$688K | 1.98% | 10 |
|
|
2024
Q3 | $2.88M | Sell |
94,954
-132,472
| -58% | -$4.01M | 1.8% | 10 |
|
|
2024
Q2 | $6.75M | Sell |
227,426
-152,555
| -40% | -$4.53M | 4.69% | 4 |
|
|
2024
Q1 | $11.3M | Buy |
379,981
+262,274
| +223% | +$7.81M | 5.12% | 2 |
|
|
2023
Q4 | $3.51M | Sell |
117,707
-111,487
| -49% | -$3.32M | 4.03% | 6 |
|
|
2023
Q3 | $6.72M | Buy |
229,194
+73,127
| +47% | +$2.14M | 5.71% | 2 |
|
|
2023
Q2 | $4.59M | Buy |
156,067
+19,173
| +14% | +$564K | 4.12% | 2 |
|
|
2023
Q1 | $4.06M | Buy |
+136,894
| New | +$4.06M | 3.71% | 2 |
|