Sowell Financial Services’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
2026 Q1	$737K	Sell	24,522 -1,005	-4%	-$30.3K	0.03%	517
2025 Q4	$771K	Sell	25,527 -25,260	-50%	-$763K	0.03%	510
2025 Q3	$1.54M	Sell	50,787 -1,451	-3%	-$43.8K	0.06%	334
2025 Q2	$1.58M	Buy	52,238 +25	+0%	+$750	0.06%	312
2025 Q1	$1.57M	Sell	52,213 -976	-2%	-$29.2K	0.07%	284
2024 Q4	$1.59M	Buy	+53,189	New	+$1.59M	0.08%	245
2023 Q2	–	Sell	-74,368	Closed	-$2.2M	–	793
2023 Q1	$2.2M	Buy	+74,368	New	+$2.19M	0.17%	139
2022 Q1	–	Sell	-79,988	Closed	-$2.48M	–	463
2021 Q4	$2.48M	Buy	79,988 +1,579	+2%	+$49K	0.14%	167
2021 Q3	$2.45M	Buy	78,409 +47	+0.1%	+$1.47K	0.17%	151
2021 Q2	$2.45M	Sell	78,362 -7,724	-9%	-$242K	0.16%	158
2021 Q1	$2.69M	Buy	86,086 +6,011	+8%	+$188K	0.09%	196
2020 Q4	$2.51M	Buy	80,075 +160	+0.2%	+$5.02K	0.11%	172
2020 Q3	$2.51M	Sell	79,915 -188	-0.2%	-$5.9K	0.13%	144
2020 Q2	$2.51M	Sell	80,103 -928	-1%	-$28.8K	0.14%	145
2020 Q1	$2.45M	Sell	81,031 -5,990	-7%	-$183K	0.18%	125
2019 Q4	$2.68M	Sell	87,021 -13,532	-13%	-$417K	0.2%	105
2019 Q3	$3.1M	Buy	+100,553	New	+$3.09M	0.26%	84