WA
Waverly 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 | $29.2M | Sell |
967,366
-466,579
| -33% | -$14.1M | 0.32% | 65 |
|
|
2025
Q1 | $43.2M | Buy |
1,433,945
+876,266
| +157% | +$26.4M | 0.53% | 40 |
|
|
2024
Q4 | $16.7M | Buy |
557,679
+12,431
| +2% | +$371K | 0.26% | 79 |
|
|
2024
Q3 | $16.5M | Buy |
545,248
+363
| +0.1% | +$11K | 0.3% | 62 |
|
|
2024
Q2 | $16.2M | Sell |
544,885
-31,964
| -6% | -$949K | 0.32% | 59 |
|
|
2024
Q1 | $17.2M | Buy |
+576,849
| New | +$17.2M | 0.4% | 50 |
|