Western Wealth Management’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
42,187
| – | – | 0.08% | 227 |
|
|
2025
Q1 | $1.27M | Buy |
42,187
+6,800
| +19% | +$205K | 0.08% | 208 |
|
|
2024
Q4 | $1.06M | Buy |
35,387
+15,025
| +74% | +$449K | 0.07% | 238 |
|
|
2024
Q3 | $617K | Sell |
20,362
-3,691
| -15% | -$112K | 0.04% | 405 |
|
|
2024
Q2 | $714K | Buy |
24,053
+469
| +2% | +$13.9K | 0.05% | 287 |
|
|
2024
Q1 | $702K | Buy |
23,584
+871
| +4% | +$25.9K | 0.05% | 291 |
|
|
2023
Q4 | $676K | Sell |
22,713
-4,000
| -15% | -$119K | 0.05% | 345 |
|
|
2023
Q3 | $783K | Hold |
26,713
| – | – | 0.07% | 297 |
|
|
2023
Q2 | $786K | Sell |
26,713
-190
| -0.7% | -$5.59K | 0.07% | 282 |
|
|
2023
Q1 | $797K | Buy |
26,903
+11,321
| +73% | +$335K | 0.07% | 269 |
|
|
2022
Q4 | $458K | Sell |
15,582
-15,582
| -50% | -$458K | 0.05% | 355 |
|
|
2022
Q3 | $910K | Buy |
31,164
+10,400
| +50% | +$304K | 0.05% | 327 |
|
|
2022
Q2 | $618K | Sell |
20,764
-586
| -3% | -$17.4K | 0.04% | 418 |
|
|
2022
Q1 | $644K | Buy |
21,350
+10,968
| +106% | +$331K | 0.03% | 453 |
|
|
2021
Q4 | $323K | Buy |
+10,382
| New | +$323K | 0.03% | 448 |
|
|
2021
Q2 | $451K | Sell |
14,368
-930
| -6% | -$29.2K | 0.05% | 378 |
|
|
2021
Q1 | $479K | Buy |
15,298
+3,978
| +35% | +$125K | 0.06% | 287 |
|
|
2020
Q4 | $355K | Buy |
+11,320
| New | +$355K | 0.05% | 320 |
|
|
2020
Q2 | – | Sell |
-7,090
| Closed | -$214K | – | 433 |
|
|
2020
Q1 | $214K | Hold |
7,090
| – | – | 0.05% | 328 |
|
|
2019
Q4 | $219K | Sell |
7,090
-3,000
| -30% | -$92.7K | 0.03% | 376 |
|
|
2019
Q3 | $311K | Hold |
10,090
| – | – | 0.06% | 285 |
|
|
2019
Q2 | $310K | Sell |
10,090
-530
| -5% | -$16.3K | 0.04% | 300 |
|
|
2019
Q1 | $324K | Buy |
10,620
+290
| +3% | +$8.85K | 0.07% | 270 |
|
|
2018
Q4 | $311K | Buy |
+10,330
| New | +$311K | 0.08% | 247 |
|