SMART Wealth’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,153	Closed	-$215K	–	194
2025 Q1	$215K	Sell	7,153 -7,693	-52%	-$230K	0.08%	147
2024 Q4	$443K	Sell	14,846 -31,654	-68%	-$949K	0.16%	111
2024 Q3	$1.41M	Sell	46,500 -13,668	-23%	-$410K	0.55%	44
2024 Q2	$1.79M	Sell	60,168 -8,600	-13%	-$255K	0.72%	40
2024 Q1	$2.05M	Buy	68,768 +33,812	+97%	+$1.01M	0.92%	29
2023 Q4	$1.04M	Sell	34,956 -9,857	-22%	-$290K	0.57%	36
2023 Q3	$1.31M	Buy	44,813 +1,167	+3%	+$34.3K	0.99%	32
2023 Q2	$1.28M	Buy	43,646 +5,050	+13%	+$149K	0.97%	29
2023 Q1	$1.14M	Sell	38,596 -138,913	-78%	-$4.1M	1.01%	32
2022 Q4	$5.22M	Buy	+177,509	New	+$5.2M	3.92%	3