Westover Capital Advisors’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 | $6.03M | Sell |
199,669
-1,363
| -0.7% | -$41.1K | 1.2% | 21 |
|
2025
Q1 | $6.05M | Sell |
201,032
-10,527
| -5% | -$317K | 1.34% | 18 |
|
2024
Q4 | $6.32M | Sell |
211,559
-238,633
| -53% | -$7.13M | 1.39% | 16 |
|
2024
Q3 | $13.6M | Buy |
+450,192
| New | +$13.6M | 2.62% | 10 |
|
2023
Q1 | – | Sell |
-101,783
| Closed | -$2.99M | – | 164 |
|
2022
Q4 | $2.99M | Sell |
101,783
-21,488
| -17% | -$631K | 1.18% | 24 |
|
2022
Q3 | $3.6M | Sell |
123,271
-9,604
| -7% | -$281K | 1.38% | 20 |
|
2022
Q2 | $3.95M | Buy |
132,875
+18,912
| +17% | +$562K | 1.46% | 19 |
|
2022
Q1 | $3.43M | Buy |
113,963
+2,489
| +2% | +$75K | 1.07% | 29 |
|
2021
Q4 | $3.45M | Sell |
111,474
-6,479
| -5% | -$201K | 1% | 29 |
|
2021
Q3 | $3.69M | Sell |
117,953
-31
| -0% | -$969 | 1.15% | 28 |
|
2021
Q2 | $3.69M | Sell |
117,984
-4,873
| -4% | -$153K | 1.18% | 27 |
|
2021
Q1 | $3.85M | Sell |
122,857
-33,523
| -21% | -$1.05M | 1.32% | 26 |
|
2020
Q4 | $4.91M | Buy |
156,380
+71,714
| +85% | +$2.25M | 1.77% | 19 |
|
2020
Q3 | $2.66M | Buy |
84,666
+69,418
| +455% | +$2.18M | 1.09% | 27 |
|
2020
Q2 | $478K | Buy |
+15,248
| New | +$478K | 0.22% | 81 |
|