WFAG
Wescott Financial Advisory Group’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 | $1.41M | Sell |
46,588
-3,838
| -8% | -$116K | 0.13% | 75 |
|
|
2025
Q1 | $1.52M | Sell |
50,426
-8,798
| -15% | -$265K | 0.16% | 66 |
|
|
2024
Q4 | $1.77M | Buy |
59,224
+553
| +0.9% | +$16.5K | 0.18% | 59 |
|
|
2024
Q3 | $1.78M | Sell |
58,671
-2,747
| -4% | -$83.2K | 0.19% | 60 |
|
|
2024
Q2 | $1.82M | Buy |
61,418
+2,071
| +3% | +$61.5K | 0.21% | 57 |
|
|
2024
Q1 | $1.77M | Sell |
59,347
-20,871
| -26% | -$621K | 0.22% | 52 |
|
|
2023
Q4 | $2.39M | Sell |
80,218
-37,855
| -32% | -$1.13M | 0.33% | 46 |
|
|
2023
Q3 | $3.46M | Sell |
118,073
-801
| -0.7% | -$23.5K | 0.63% | 35 |
|
|
2023
Q2 | $3.5M | Sell |
118,874
-9,028
| -7% | -$266K | 0.62% | 34 |
|
|
2023
Q1 | $3.79M | Sell |
127,902
-3,396
| -3% | -$101K | 0.82% | 30 |
|
|
2022
Q4 | $3.86M | Sell |
131,298
-35,694
| -21% | -$1.05M | 0.83% | 25 |
|
|
2022
Q3 | $4.88M | Sell |
166,992
-56,867
| -25% | -$1.66M | 1.36% | 17 |
|
|
2022
Q2 | $6.66M | Sell |
223,859
-50,164
| -18% | -$1.49M | 1.81% | 13 |
|
|
2022
Q1 | $8.26M | Buy |
+274,023
| New | +$8.26M | 2.13% | 14 |
|