WWM
WJ 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 | $313K | Sell |
10,380
-700
| -6% | -$21.1K | 0.1% | 80 |
|
|
2025
Q1 | $334K | Buy |
11,080
+4,328
| +64% | +$130K | 0.12% | 70 |
|
|
2024
Q4 | $202K | Buy |
+6,752
| New | +$202K | 0.07% | 74 |
|
|
2024
Q3 | – | Sell |
-13,882
| Closed | -$412K | – | 82 |
|
|
2024
Q2 | $412K | Sell |
13,882
-3,638
| -21% | -$108K | 0.15% | 61 |
|
|
2024
Q1 | $522K | Sell |
17,520
-1,850
| -10% | -$55.1K | 0.21% | 53 |
|
|
2023
Q4 | $577K | Sell |
19,370
-2,760
| -12% | -$82.2K | 0.25% | 48 |
|
|
2023
Q3 | $649K | Hold |
22,130
| – | – | 0.32% | 39 |
|
|
2023
Q2 | $652K | Buy |
22,130
+2,990
| +16% | +$88K | 0.31% | 39 |
|
|
2023
Q1 | $567K | Buy |
19,140
+3,110
| +19% | +$92.2K | 0.38% | 36 |
|
|
2022
Q4 | $471K | Hold |
16,030
| – | – | 0.27% | 37 |
|
|
2022
Q3 | $465K | Buy |
+16,030
| New | +$465K | 0.29% | 36 |
|