SWTS
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Stonehaven Wealth & Tax Solutions’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPSB Stock Details SPSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$360K Buy
11,908
+1,383
+13% +$41.8K 0.35% 47
2025
Q1 		$317K Sell
10,525
-1,787
-15% -$53.8K 0.33% 47
2024
Q4 		$368K Buy
+12,312
New +$368K 0.4% 58