Rockwood Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61.7M | Buy |
2,043,547
+69,574
| +4% | +$2.1M | 5.43% | 4 |
|
2025
Q1 | $59.4M | Buy |
1,973,973
+183,130
| +10% | +$5.51M | 6.06% | 4 |
|
2024
Q4 | $53.5M | Buy |
1,790,843
+1,726,599
| +2,688% | +$51.6M | 5.77% | 4 |
|
2024
Q3 | $1.95M | Sell |
64,244
-240
| -0.4% | -$7.27K | 0.21% | 26 |
|
2024
Q2 | $1.92M | Sell |
64,484
-21,507
| -25% | -$639K | 0.23% | 27 |
|
2024
Q1 | $2.56M | Buy |
85,991
+20,842
| +32% | +$620K | 0.33% | 20 |
|
2023
Q4 | $1.94M | Sell |
65,149
-5,601
| -8% | -$167K | 0.28% | 21 |
|
2023
Q3 | $2.07M | Sell |
70,750
-6,603
| -9% | -$194K | 0.35% | 19 |
|
2023
Q2 | $2.28M | Sell |
77,353
-493
| -0.6% | -$14.5K | 0.39% | 19 |
|
2023
Q1 | $2.31M | Sell |
77,846
-479
| -0.6% | -$14.2K | 0.46% | 18 |
|
2022
Q4 | $2.3M | Buy |
78,325
+60,573
| +341% | +$1.78M | 0.54% | 16 |
|
2022
Q3 | $519K | Buy |
+17,752
| New | +$519K | 0.17% | 37 |
|