WANY
Wealthspire Advisors (New York)’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 | $1.12M | Sell |
36,944
-2,500
| -6% | -$75.5K | 0.01% | 368 |
|
|
2025
Q1 | $1.19M | Buy |
39,444
+1,240
| +3% | +$37.3K | 0.01% | 350 |
|
|
2024
Q4 | $1.14M | Sell |
38,204
-1,339
| -3% | -$40K | 0.01% | 348 |
|
|
2024
Q3 | $1.2M | Sell |
39,543
-5,559
| -12% | -$168K | 0.01% | 340 |
|
|
2024
Q2 | $1.34M | Sell |
45,102
-8,314
| -16% | -$247K | 0.02% | 260 |
|
|
2024
Q1 | $1.59M | Buy |
53,416
+816
| +2% | +$24.3K | 0.02% | 236 |
|
|
2023
Q4 | $1.57M | Sell |
52,600
-66,135
| -56% | -$1.97M | 0.02% | 235 |
|
|
2023
Q3 | $3.48M | Buy |
118,735
+69,091
| +139% | +$2.03M | 0.06% | 123 |
|
|
2023
Q2 | $1.46M | Sell |
49,644
-3,387
| -6% | -$99.7K | 0.02% | 188 |
|
|
2023
Q1 | $1.57M | Sell |
53,031
-730
| -1% | -$21.6K | 0.03% | 178 |
|
|
2022
Q4 | $1.58M | Sell |
53,761
-10,879
| -17% | -$320K | 0.03% | 186 |
|
|
2022
Q3 | $1.89M | Sell |
64,640
-5,159
| -7% | -$151K | 0.04% | 150 |
|
|
2022
Q2 | $2.08M | Sell |
69,799
-5,190
| -7% | -$154K | 0.04% | 144 |
|
|
2022
Q1 | $2.26M | Hold |
74,989
| – | – | 0.05% | 114 |
|
|
2021
Q4 | $2.32M | Sell |
74,989
-230
| -0.3% | -$7.12K | 0.05% | 132 |
|
|
2021
Q3 | $2.35M | Buy |
+75,219
| New | +$2.35M | 0.05% | 146 |
|
|
2021
Q2 | – | Sell |
-75,219
| Closed | -$2.36M | – | 619 |
|
|
2021
Q1 | $2.36M | Buy |
+75,219
| New | +$2.36M | 0.06% | 160 |
|