Wells 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
2025 Q3	–	Sell	-1,696	Closed	-$51.2K	–	74
2025 Q2	$51.2K	Sell	1,696 -1,803	-52%	-$54.1K	0.07%	56
2025 Q1	$105K	Sell	3,499 -2,180	-38%	-$65.3K	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%	-$875K	0.22%	45
2024 Q2	$1.02M	Sell	34,485 -3,966	-10%	-$117K	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%	+$9.92K	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%	+$343K	0.89%	21
2023 Q1	$842K	Buy	28,434 +1,060	+4%	+$31.3K	0.67%	24
2022 Q4	$804K	Sell	27,374 -25,212	-48%	-$738K	0.67%	25
2022 Q3	$1.54M	Buy	52,586 +1,521	+3%	+$45.2K	1.49%	18
2022 Q2	$1.52M	Sell	51,065 -465	-0.9%	-$13.9K	1.37%	18
2022 Q1	$1.55M	Sell	51,530 -962	-2%	-$29.4K	1.3%	20
2021 Q4	$1.63M	Buy	52,492 +10,970	+26%	+$341K	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%	+$580K	1.12%	19
2020 Q4	$669K	Buy	+21,317	New	+$669K	0.57%	25

Other funds holding SPSB