WEALTHSPIRE ADVISORS, LLC – SPDR Bloomberg High Yield Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.41M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.15%
quarter
SPDR Bloomberg High Yield Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +657.43% | 23.81K shares | 2.08M | $87.85 | 27.43K |
| Q2 2022 | share | Decrease | -5.82% | -224 shares | -65K | $90.71 | 3.62K |
| Q1 2022 | share | Increase | +9.73% | 341 shares | 13K | $102.5 | 3.84K |
| Q4 2021 | share | Increase | +5.26% | 175 shares | 17K | $108.53 | 3.50K |
| Q3 2021 | share | Decrease | -0.77% | -26 shares | -5K | $108.2 | 3.33K |
| Q2 2021 | share | Increase | +2.38% | 78 shares | 12K | $107.68 | 3.35K |
| Q1 2021 | share | Increase | +9.38% | 281 shares | 31K | $105.42 | 3.27K |
| Q4 2020 | share | Increase | 0.00% | 2.99K shares | 326K | $104.78 | 2.99K |
| Q3 2020 | share | Increase | +8.44% | 222 shares | 31K | $98.63 | 2.85K |
| Q2 2020 | share | Increase | +16.02% | 363 shares | 51K | $94.42 | 2.62K |
| Q1 2020 | share | Decrease | -28.56% | -906 shares | -132K | $87.11 | 2.26K |
| Q4 2019 | share | Increase | +11.18% | 319 shares | 37K | $99.83 | 3.17K |
| Q3 2019 | share | Increase | +13.39% | 337 shares | 36K | $97.35 | 2.85K |
| Q2 2019 | share | Increase | 0.00% | 2.51K shares | 274K | $96.21 | 2.51K |