WCWM
Willow Creek Wealth Management’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 | $32.3M | Buy |
1,070,549
+765
| +0.1% | +$23.1K | 2.91% | 11 |
|
|
2025
Q1 | $32.2M | Buy |
1,069,784
+36,267
| +4% | +$1.09M | 3.14% | 11 |
|
|
2024
Q4 | $30.9M | Buy |
1,033,517
+20,265
| +2% | +$605K | 3.15% | 9 |
|
|
2024
Q3 | $30.7M | Buy |
1,013,252
+46,843
| +5% | +$1.42M | 3.23% | 9 |
|
|
2024
Q2 | $28.7M | Buy |
966,409
+35,125
| +4% | +$1.04M | 3.26% | 9 |
|
|
2024
Q1 | $27.7M | Buy |
931,284
+67,999
| +8% | +$2.02M | 3.24% | 9 |
|
|
2023
Q4 | $25.7M | Buy |
863,285
+149,665
| +21% | +$4.46M | 3.22% | 9 |
|
|
2023
Q3 | $20.9M | Buy |
713,620
+36,512
| +5% | +$1.07M | 3.12% | 9 |
|
|
2023
Q2 | $19.9M | Buy |
677,108
+43,897
| +7% | +$1.29M | 2.82% | 11 |
|
|
2023
Q1 | $18.8M | Buy |
633,211
+40,204
| +7% | +$1.19M | 2.89% | 8 |
|
|
2022
Q4 | $17.4M | Sell |
593,007
-44,043
| -7% | -$1.29M | 2.89% | 8 |
|
|
2022
Q3 | $18.6M | Sell |
637,050
-5,028
| -0.8% | -$147K | 3.61% | 7 |
|
|
2022
Q2 | $19.1M | Sell |
642,078
-19,351
| -3% | -$575K | 3.54% | 8 |
|
|
2022
Q1 | $19.9M | Buy |
661,429
+79,935
| +14% | +$2.41M | 4.01% | 6 |
|
|
2021
Q4 | $18M | Buy |
581,494
+4,510
| +0.8% | +$140K | 3.72% | 7 |
|
|
2021
Q3 | $18M | Buy |
576,984
+42,607
| +8% | +$1.33M | 4% | 6 |
|
|
2021
Q2 | $16.7M | Buy |
534,377
+53,663
| +11% | +$1.68M | 3.99% | 5 |
|
|
2021
Q1 | $15.1M | Buy |
480,714
+35,768
| +8% | +$1.12M | 5.53% | 3 |
|
|
2020
Q4 | $14M | Buy |
444,946
+38,448
| +9% | +$1.21M | 5.26% | 5 |
|
|
2020
Q3 | $12.8M | Buy |
406,498
+20,595
| +5% | +$646K | 5.26% | 7 |
|
|
2020
Q2 | $12.1M | Buy |
385,903
+16,189
| +4% | +$507K | 5.43% | 7 |
|
|
2020
Q1 | $11.2M | Sell |
369,714
-18,819
| -5% | -$569K | 5.63% | 5 |
|
|
2019
Q4 | $12M | Buy |
388,533
+19,479
| +5% | +$601K | 5.47% | 7 |
|
|
2019
Q3 | $11.4M | Buy |
369,054
+45,903
| +14% | +$1.42M | 5.28% | 7 |
|
|
2019
Q2 | $9.95M | Buy |
323,151
+56,853
| +21% | +$1.75M | 4.77% | 7 |
|
|
2019
Q1 | $8.14M | Buy |
266,298
+27,710
| +12% | +$846K | 4.1% | 7 |
|
|
2018
Q4 | $7.19M | Buy |
238,588
+217,866
| +1,051% | +$6.57M | 3.82% | 7 |
|
|
2018
Q3 | $625K | Buy |
+20,722
| New | +$625K | 0.35% | 27 |
|