SW
SMART 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 | – | Sell |
-7,153
| Closed | -$215K | – | 194 |
|
|
2025
Q1 | $215K | Sell |
7,153
-7,693
| -52% | -$232K | 0.08% | 147 |
|
|
2024
Q4 | $443K | Sell |
14,846
-31,654
| -68% | -$945K | 0.16% | 111 |
|
|
2024
Q3 | $1.41M | Sell |
46,500
-13,668
| -23% | -$414K | 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% | -$294K | 0.57% | 36 |
|
|
2023
Q3 | $1.31M | Buy |
44,813
+1,167
| +3% | +$34.2K | 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% | -$4.12M | 1.01% | 32 |
|
|
2022
Q4 | $5.22M | Buy |
+177,509
| New | +$5.22M | 3.92% | 3 |
|