Running Point Capital 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 | $433K | Sell |
14,326
-1,432
| -9% | -$43.2K | 0.12% | 86 |
|
2025
Q1 | $474K | Sell |
15,758
-4,940
| -24% | -$149K | 0.15% | 79 |
|
2024
Q4 | $618K | Buy |
20,698
+113
| +0.5% | +$3.37K | 0.21% | 58 |
|
2024
Q3 | $623K | Buy |
20,585
+368
| +2% | +$11.1K | 0.24% | 54 |
|
2024
Q2 | $600K | Buy |
20,217
+537
| +3% | +$15.9K | 0.25% | 54 |
|
2024
Q1 | $586K | Buy |
19,680
+2,169
| +12% | +$64.6K | 0.26% | 54 |
|
2023
Q4 | $521K | Buy |
17,511
+15,598
| +815% | +$465K | 0.25% | 56 |
|
2023
Q3 | $56.1K | Buy |
1,913
+958
| +100% | +$28.1K | 0.03% | 114 |
|
2023
Q2 | $28.1K | Hold |
955
| – | – | 0.02% | 123 |
|
2023
Q1 | $28.3K | Buy |
955
+93
| +11% | +$2.76K | 0.02% | 122 |
|
2022
Q4 | $25.3K | Buy |
+862
| New | +$25.3K | 0.02% | 180 |
|