SW
SkyOak 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 | $287K | Hold |
9,502
| – | – | 0.06% | 182 |
|
|
2025
Q1 | $286K | Hold |
9,502
| – | – | 0.06% | 178 |
|
|
2024
Q4 | $284K | Hold |
9,502
| – | – | 0.06% | 184 |
|
|
2024
Q3 | $288K | Hold |
9,502
| – | – | 0.06% | 177 |
|
|
2024
Q2 | $282K | Sell |
9,502
-207
| -2% | -$6.15K | 0.07% | 185 |
|
|
2024
Q1 | $289K | Hold |
9,709
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $289K | Sell |
9,709
-1,000
| -9% | -$29.8K | 0.08% | 190 |
|
|
2023
Q3 | $314K | Sell |
10,709
-600
| -5% | -$17.6K | 0.09% | 157 |
|
|
2023
Q2 | $333K | Sell |
11,309
-10,692
| -49% | -$315K | 0.09% | 156 |
|
|
2023
Q1 | $652K | Sell |
22,001
-470
| -2% | -$13.9K | 0.2% | 100 |
|
|
2022
Q4 | $660K | Hold |
22,471
| – | – | 0.22% | 97 |
|
|
2022
Q3 | $657K | Sell |
22,471
-101
| -0.4% | -$2.95K | 0.24% | 98 |
|
|
2022
Q2 | $671K | Sell |
22,572
-10,402
| -32% | -$309K | 0.23% | 96 |
|
|
2022
Q1 | $994K | Sell |
32,974
-1,518
| -4% | -$45.8K | 0.28% | 86 |
|
|
2021
Q4 | $1.07M | Sell |
34,492
-1,948
| -5% | -$60.3K | 0.27% | 84 |
|
|
2021
Q3 | $1.14M | Sell |
36,440
-3,500
| -9% | -$109K | 0.31% | 76 |
|
|
2021
Q2 | $1.25M | Hold |
39,940
| – | – | 0.33% | 72 |
|
|
2021
Q1 | $1.25M | Sell |
39,940
-2,963
| -7% | -$92.8K | 0.35% | 72 |
|
|
2020
Q4 | $1.35M | Sell |
42,903
-10,714
| -20% | -$336K | 0.42% | 68 |
|
|
2020
Q3 | $1.68M | Buy |
53,617
+7,393
| +16% | +$232K | 0.6% | 49 |
|
|
2020
Q2 | $1.45M | Sell |
46,224
-7,475
| -14% | -$234K | 0.53% | 52 |
|
|
2020
Q1 | $1.62M | Sell |
53,699
-858
| -2% | -$25.9K | 0.83% | 33 |
|
|
2019
Q4 | $1.68M | Buy |
+54,557
| New | +$1.68M | 0.52% | 48 |
|