Spire Wealth Management’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	-1,054	Closed	-$31.7K	–	2549
2025 Q1	$31.7K	Buy	1,054 +8	+0.8%	+$240	﹤0.01%	1450
2024 Q4	$31.2K	Sell	1,046 -107	-9%	-$3.21K	﹤0.01%	1461
2024 Q3	$34.9K	Sell	1,153 -162	-12%	-$4.86K	﹤0.01%	1250
2024 Q2	$39.1K	Buy	1,315 +175	+15%	+$5.18K	﹤0.01%	1210
2024 Q1	$34K	Sell	1,140 -92	-7%	-$2.74K	﹤0.01%	1345
2023 Q4	$36.7K	Buy	1,232 +17	+1%	+$500	﹤0.01%	1310
2023 Q3	$35.6K	Buy	1,215 +12	+1%	+$352	﹤0.01%	1295
2023 Q2	$35.4K	Sell	1,203 -495	-29%	-$14.6K	﹤0.01%	1354
2023 Q1	$50.3K	Buy	1,698 +22	+1%	+$649	﹤0.01%	1204
2022 Q4	$49K	Buy	1,676 +10	+0.6%	+$293	﹤0.01%	1000
2022 Q3	$49K	Sell	1,666 -888	-35%	-$26.4K	﹤0.01%	959
2022 Q2	$76K	Sell	2,554 -398	-13%	-$11.9K	﹤0.01%	1135
2022 Q1	$89K	Buy	2,952 +4	+0.1%	+$122	﹤0.01%	1205
2021 Q4	$91K	Sell	2,948 -876	-23%	-$27.2K	﹤0.01%	1440
2021 Q3	$120K	Buy	3,824 +7	+0.2%	+$219	﹤0.01%	1129
2021 Q2	$119K	Buy	3,817 +7	+0.2%	+$219	﹤0.01%	1132
2021 Q1	$119K	Buy	+3,810	New	+$119K	﹤0.01%	1321