Westside Investment 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 | $136K | Buy |
4,500
+700
| +18% | +$21.1K | 0.03% | 298 |
|
|
2025
Q1 | $114K | Hold |
3,800
| – | – | 0.02% | 294 |
|
|
2024
Q4 | $113K | Hold |
3,800
| – | – | 0.02% | 296 |
|
|
2024
Q3 | $115K | Buy |
3,800
+350
| +10% | +$10.6K | 0.02% | 298 |
|
|
2024
Q2 | $102K | Hold |
3,450
| – | – | 0.02% | 304 |
|
|
2024
Q1 | $103K | Hold |
3,450
| – | – | 0.02% | 292 |
|
|
2023
Q4 | $103K | Buy |
3,450
+500
| +17% | +$14.9K | 0.03% | 275 |
|
|
2023
Q3 | $86.5K | Hold |
2,950
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $86.8K | Hold |
2,950
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $87.4K | Hold |
2,950
| – | – | 0.03% | 285 |
|
|
2022
Q4 | $86 | Hold |
2,950
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $86 | Hold |
2,950
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $87 | Sell |
2,950
-6,800
| -70% | -$201 | ﹤0.01% | 361 |
|
|
2022
Q1 | $293 | Sell |
9,750
-2,200
| -18% | -$66 | ﹤0.01% | 309 |
|
|
2021
Q4 | $370 | Buy |
11,950
+10,950
| +1,095% | +$339 | ﹤0.01% | 287 |
|
|
2021
Q3 | $31 | Buy |
+1,000
| New | +$31 | ﹤0.01% | 433 |
|