United Capital Financial Advisors’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
2023 Q4	–	Sell	-41,427	Closed	-$1.21M	–	1120
2023 Q3	$1.21M	Buy	+41,427	New	+$1.22M	0.01%	483
2022 Q3	–	Sell	-16,093	Closed	-$478K	–	1147
2022 Q2	$478K	Buy	16,093 +2,494	+18%	+$74.5K	﹤0.01%	809
2022 Q1	$410K	Sell	13,599 -24,270	-64%	-$741K	﹤0.01%	896
2021 Q4	$1.17M	Buy	37,869 +1,203	+3%	+$37.4K	0.01%	644
2021 Q3	$1.15M	Sell	36,666 -1,500	-4%	-$46.9K	0.01%	639
2021 Q2	$1.2M	Sell	38,166 -4,668	-11%	-$146K	0.01%	651
2021 Q1	$1.34M	Buy	42,834 +285	+0.7%	+$8.93K	0.01%	594
2020 Q4	$1.34M	Sell	42,549 -3,949	-8%	-$124K	0.01%	600
2020 Q3	$1.46M	Buy	46,498 +11,794	+34%	+$370K	0.01%	572
2020 Q2	$1.09M	Buy	34,704 +1,591	+5%	+$49.3K	0.01%	641
2020 Q1	$1M	Sell	33,113 -5,606	-14%	-$171K	0.01%	632
2019 Q4	$1.19M	Buy	38,719 +4,128	+12%	+$127K	0.01%	721
2019 Q3	$1.07M	Buy	34,591 +2,681	+8%	+$82.5K	0.01%	726
2019 Q2	$982K	Sell	31,910 -2,801	-8%	-$85.6K	0.01%	818
2019 Q1	$1.06M	Sell	34,711 -491	-1%	-$14.9K	0.01%	762
2018 Q4	$1.06M	Buy	35,202 +13,638	+63%	+$410K	0.01%	700
2018 Q3	$651K	Buy	21,564 +127	+0.6%	+$3.83K	﹤0.01%	902
2018 Q2	$647K	Sell	21,437 -1,605	-7%	-$48.4K	﹤0.01%	872
2018 Q1	$696K	Sell	23,042 -2,499	-10%	-$75.7K	0.01%	869
2017 Q4	$777K	Sell	25,541 -5,900	-19%	-$180K	0.01%	847
2017 Q3	$964K	Sell	31,441 -5,515	-15%	-$169K	0.01%	784
2017 Q2	$1.13M	Sell	36,956 -108,511	-75%	-$3.32M	0.01%	735
2017 Q1	$4.45M	Sell	145,467 -326,464	-69%	-$9.97M	0.04%	387
2016 Q4	$14.4M	Sell	471,931 -125,437	-21%	-$3.84M	0.14%	165
2016 Q3	$18.4M	Sell	597,368 -15,835	-3%	-$487K	0.18%	136
2016 Q2	$19M	Buy	+613,203	New	+$18.8M	0.19%	110