SW
Simplicity Wealth’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 | $505K | Buy |
16,720
+9,090
| +119% | +$274K | 0.02% | 454 |
|
|
2025
Q1 | $230K | Buy |
+7,630
| New | +$230K | 0.02% | 484 |
|
|
2024
Q4 | – | Sell |
-8,227
| Closed | -$249K | – | 487 |
|
|
2024
Q3 | $249K | Sell |
8,227
-2,755
| -25% | -$83.4K | 0.02% | 423 |
|
|
2024
Q2 | $326K | Buy |
10,982
+361
| +3% | +$10.7K | 0.01% | 918 |
|
|
2024
Q1 | $316K | Buy |
10,621
+441
| +4% | +$13.1K | 0.01% | 897 |
|
|
2023
Q4 | $303K | Buy |
10,180
+1,870
| +23% | +$55.7K | 0.12% | 139 |
|
|
2023
Q3 | $244K | Sell |
8,310
-12,605
| -60% | -$370K | 0.14% | 78 |
|
|
2023
Q2 | $616K | Buy |
+20,915
| New | +$616K | 0.38% | 43 |
|