WFS
Walker Financial Services’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 | $40.1M | Buy |
1,328,635
+88,018
| +7% | +$2.66M | 18.23% | 3 |
|
|
2025
Q1 | $37.3M | Buy |
1,240,617
+120,906
| +11% | +$3.64M | 19.57% | 3 |
|
|
2024
Q4 | $33.4M | Buy |
1,119,711
+232,276
| +26% | +$6.94M | 19.43% | 3 |
|
|
2024
Q3 | $26.9M | Buy |
887,435
+83,413
| +10% | +$2.53M | 18.17% | 3 |
|
|
2024
Q2 | $23.9M | Buy |
804,022
+35,868
| +5% | +$1.07M | 18.67% | 3 |
|
|
2024
Q1 | $22.9M | Buy |
768,154
+29,948
| +4% | +$892K | 18.79% | 2 |
|
|
2023
Q4 | $22M | Sell |
738,206
-95,621
| -11% | -$2.85M | 22.73% | 2 |
|
|
2023
Q3 | $24.4M | Buy |
833,827
+102,730
| +14% | +$3.01M | 23.76% | 1 |
|
|
2023
Q2 | $21.5M | Buy |
731,097
+47,450
| +7% | +$1.4M | 21.26% | 1 |
|
|
2023
Q1 | $20.3M | Hold |
683,647
| – | – | 20.88% | 1 |
|
|
2022
Q4 | $20.3M | Buy |
683,647
+43,546
| +7% | +$1.29M | 20.88% | 1 |
|
|
2022
Q3 | $18.7M | Buy |
640,101
+537,733
| +525% | +$15.7M | 17.48% | 2 |
|
|
2022
Q2 | $3.04M | Buy |
+102,368
| New | +$3.04M | 2.96% | 5 |
|