WFA
Wells Financial 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 | $51.2K | Sell |
1,696
-1,803
| -52% | -$54.4K | 0.07% | 56 |
|
|
2025
Q1 | $105K | Sell |
3,499
-2,180
| -38% | -$65.6K | 0.15% | 48 |
|
|
2024
Q4 | $170K | Buy |
5,679
+361
| +7% | +$10.8K | 0.23% | 42 |
|
|
2024
Q3 | $161K | Sell |
5,318
-29,167
| -85% | -$883K | 0.22% | 45 |
|
|
2024
Q2 | $1.02M | Sell |
34,485
-3,966
| -10% | -$118K | 0.67% | 28 |
|
|
2024
Q1 | $1.14M | Sell |
38,451
-1,002
| -3% | -$29.8K | 0.78% | 24 |
|
|
2023
Q4 | $1.17M | Buy |
39,453
+337
| +0.9% | +$10K | 0.85% | 21 |
|
|
2023
Q3 | $1.15M | Sell |
39,116
-920
| -2% | -$27K | 0.89% | 21 |
|
|
2023
Q2 | $1.18M | Buy |
40,036
+11,602
| +41% | +$342K | 0.89% | 21 |
|
|
2023
Q1 | $842K | Buy |
28,434
+1,060
| +4% | +$31.4K | 0.67% | 24 |
|
|
2022
Q4 | $804K | Sell |
27,374
-25,212
| -48% | -$741K | 0.67% | 25 |
|
|
2022
Q3 | $1.54M | Buy |
52,586
+1,521
| +3% | +$44.5K | 1.49% | 18 |
|
|
2022
Q2 | $1.52M | Sell |
51,065
-465
| -0.9% | -$13.8K | 1.37% | 18 |
|
|
2022
Q1 | $1.55M | Sell |
51,530
-962
| -2% | -$29K | 1.3% | 20 |
|
|
2021
Q4 | $1.63M | Buy |
52,492
+10,970
| +26% | +$340K | 1.3% | 20 |
|
|
2021
Q3 | $1.3M | Buy |
41,522
+1,037
| +3% | +$32.4K | 1.1% | 19 |
|
|
2021
Q2 | $1.27M | Buy |
40,485
+675
| +2% | +$21.1K | 1.07% | 19 |
|
|
2021
Q1 | $1.25M | Buy |
39,810
+18,493
| +87% | +$579K | 1.12% | 19 |
|
|
2020
Q4 | $669K | Buy |
+21,317
| New | +$669K | 0.57% | 25 |
|