SSW
Stone Summit 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 |
-20,840
| Closed | -$627K | – | 144 |
|
|
2025
Q1 | $627K | Sell |
20,840
-1,181
| -5% | -$35.5K | 0.21% | 81 |
|
|
2024
Q4 | $658K | Sell |
22,021
-350
| -2% | -$10.5K | 0.22% | 83 |
|
|
2024
Q3 | $677K | Hold |
22,371
| – | – | 0.22% | 83 |
|
|
2024
Q2 | $664K | Sell |
22,371
-362
| -2% | -$10.8K | 0.24% | 78 |
|
|
2024
Q1 | $677K | Sell |
22,733
-699
| -3% | -$20.8K | 0.24% | 84 |
|
|
2023
Q4 | $698K | Sell |
23,432
-4,150
| -15% | -$124K | 0.27% | 81 |
|
|
2023
Q3 | $809K | Sell |
27,582
-1,074
| -4% | -$31.5K | 0.35% | 75 |
|
|
2023
Q2 | $844K | Buy |
28,656
+856
| +3% | +$25.2K | 0.35% | 75 |
|
|
2023
Q1 | $824K | Buy |
27,800
+125
| +0.5% | +$3.7K | 0.37% | 72 |
|
|
2022
Q4 | $813K | Sell |
27,675
-1,100
| -4% | -$32.3K | 0.4% | 70 |
|
|
2022
Q3 | $841K | Sell |
28,775
-1,434
| -5% | -$41.9K | 0.52% | 58 |
|
|
2022
Q2 | $898K | Sell |
30,209
-5,023
| -14% | -$149K | 0.54% | 60 |
|
|
2022
Q1 | $1.06M | Sell |
35,232
-6,270
| -15% | -$189K | 0.59% | 55 |
|
|
2021
Q4 | $1.29M | Buy |
+41,502
| New | +$1.29M | 1.04% | 36 |
|