TRIA
Trail Ridge Investment Advisors’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 | $615K | Sell |
20,421
-2,792
| -12% | -$84.1K | 0.3% | 61 |
|
2025
Q1 | $699K | Sell |
23,213
-983
| -4% | -$29.6K | 0.36% | 55 |
|
2024
Q4 | $722K | Buy |
24,196
+145
| +0.6% | +$4.33K | 0.34% | 62 |
|
2024
Q3 | $722K | Buy |
24,051
+320
| +1% | +$9.61K | 0.34% | 62 |
|
2024
Q2 | $705K | Buy |
23,731
+100
| +0.4% | +$2.97K | 0.36% | 59 |
|
2024
Q1 | $703K | Buy |
23,631
+3,405
| +17% | +$101K | 0.4% | 56 |
|
2023
Q4 | $602K | Sell |
20,226
-288
| -1% | -$8.58K | 0.37% | 58 |
|
2023
Q3 | $601K | Sell |
20,514
-10,676
| -34% | -$313K | 0.41% | 56 |
|
2023
Q2 | $918K | Buy |
31,190
+15,194
| +95% | +$447K | 0.57% | 54 |
|
2023
Q1 | $474K | Buy |
15,996
+2,716
| +20% | +$80.5K | 0.31% | 74 |
|
2022
Q4 | $390K | Buy |
+13,280
| New | +$390K | 0.27% | 87 |
|