Steward Partners Investment Advisory’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 | $3.42M | Sell |
113,806
-30,154
| -21% | -$910K | 0.02% | 653 |
|
|
2025
Q4 | $4.35M | Buy |
143,960
+8,023
| +6% | +$242K | 0.02% | 508 |
|
|
2025
Q3 | $4.12M | Buy |
135,937
+2,632
| +2% | +$79.4K | 0.02% | 525 |
|
|
2025
Q2 | $4.02M | Buy |
133,305
+26,898
| +25% | +$807K | 0.03% | 486 |
|
|
2025
Q1 | $3.2M | Buy |
106,407
+17,081
| +19% | +$512K | 0.03% | 518 |
|
|
2024
Q4 | $2.67M | Sell |
89,326
-6,073
| -6% | -$182K | 0.02% | 552 |
|
|
2024
Q3 | $2.89M | Buy |
95,399
+7,635
| +9% | +$229K | 0.03% | 515 |
|
|
2024
Q2 | $2.61M | Buy |
87,764
+703
| +0.8% | +$20.8K | 0.03% | 506 |
|
|
2024
Q1 | $2.59M | Sell |
87,061
-13,456
| -13% | -$400K | 0.03% | 497 |
|
|
2023
Q4 | $2.99M | Sell |
100,517
-56,157
| -36% | -$1.65M | 0.04% | 399 |
|
|
2023
Q3 | $4.59M | Buy |
156,674
+1,276
| +0.8% | +$37.5K | 0.07% | 275 |
|
|
2023
Q2 | $4.57M | Sell |
155,398
-7,041
| -4% | -$208K | 0.07% | 278 |
|
|
2023
Q1 | $4.81M | Sell |
162,439
-119,376
| -42% | -$3.52M | 0.08% | 263 |
|
|
2022
Q4 | $8.28M | Buy |
281,815
+54,686
| +24% | +$1.6M | 0.14% | 171 |
|
|
2022
Q3 | $6.64M | Sell |
227,129
-3,441
| -1% | -$102K | 0.12% | 184 |
|
|
2022
Q2 | $6.86M | Sell |
230,570
-1,106
| -0.5% | -$33.1K | 0.13% | 183 |
|
|
2022
Q1 | $6.98M | Buy |
231,676
+25,418
| +12% | +$776K | 0.11% | 203 |
|
|
2021
Q4 | $6.39M | Buy |
206,258
+2,354
| +1% | +$73.1K | 0.1% | 223 |
|
|
2021
Q3 | $6.37M | Buy |
203,904
+14,622
| +8% | +$457K | 0.11% | 212 |
|
|
2021
Q2 | $5.92M | Sell |
189,282
-18,474
| -9% | -$578K | 0.1% | 212 |
|
|
2021
Q1 | $6.5M | Buy |
207,756
+83,211
| +67% | +$2.61M | 0.11% | 188 |
|
|
2020
Q4 | $3.91M | Buy |
124,545
+58,748
| +89% | +$1.84M | 0.08% | 240 |
|
|
2020
Q3 | $2.06M | Buy |
65,797
+63,377
| +2,619% | +$1.99M | 0.05% | 319 |
|
|
2020
Q2 | $76K | Buy |
2,420
+415
| +21% | +$12.9K | ﹤0.01% | 1257 |
|
|
2020
Q1 | $60K | Buy |
2,005
+499
| +33% | +$15.3K | ﹤0.01% | 1200 |
|
|
2019
Q4 | $46K | Sell |
1,506
-758
| -33% | -$23.4K | ﹤0.01% | 1439 |
|
|
2019
Q3 | $69K | Buy |
2,264
+210
| +10% | +$6.46K | ﹤0.01% | 1224 |
|
|
2019
Q2 | $63K | Buy |
+2,054
| New | +$62.8K | ﹤0.01% | 1254 |
|
|
2018
Q4 | – | Sell |
-3,501
| Closed | -$106K | – | 1967 |
|
|
2018
Q3 | $106K | Buy |
3,501
+200
| +6% | +$6.04K | 0.01% | 913 |
|
|
2018
Q2 | $100K | Sell |
3,301
-5,509
| -63% | -$166K | 0.01% | 850 |
|
|
2018
Q1 | $266K | Sell |
8,810
-7,029
| -44% | -$213K | 0.02% | 562 |
|
|
2017
Q4 | $481K | Sell |
15,839
-2,098
| -12% | -$64.1K | 0.04% | 365 |
|
|
2017
Q3 | $550K | Buy |
17,937
+14,361
| +402% | +$440K | 0.06% | 279 |
|
|
2017
Q2 | $109K | Buy |
+3,576
| New | +$109K | 0.01% | 484 |
|
Other funds holding SPSB
VA
AA