WWM
WT 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
Q1 | $301K | Hold |
10,000
| – | – | 0.1% | 102 |
|
2024
Q4 | $299K | Hold |
10,000
| – | – | 0.09% | 109 |
|
2024
Q3 | $301K | Hold |
10,000
| – | – | 0.1% | 108 |
|
2024
Q2 | $297K | Hold |
10,000
| – | – | 0.1% | 97 |
|
2024
Q1 | $298K | Hold |
10,000
| – | – | 0.11% | 93 |
|
2023
Q4 | $298K | Sell |
10,000
-35
| -0.3% | -$1.04K | 0.12% | 91 |
|
2023
Q3 | $294K | Sell |
10,035
-6,427
| -39% | -$188K | 0.13% | 91 |
|
2023
Q2 | $485K | Sell |
16,462
-343,279
| -95% | -$10.1M | 0.2% | 83 |
|
2023
Q1 | $10.7M | Sell |
359,741
-21,004
| -6% | -$622K | 4.61% | 3 |
|
2022
Q4 | $11.2M | Buy |
+380,745
| New | +$11.2M | 5.44% | 3 |
|