Occidental Asset Management, LLC SPSB Holdings History
Occidental Asset Management, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 789,909.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $23.85 Mil. This investment constitutes 3.29% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.29% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.
The initial trade took place in 2018Q2. And since then Occidental Asset Management, LLC has made 21 purchases of SPSB, at an average price of $30.26, for a total of 1.30 Mil shares. In addition, there have been 8 sales at an average price of $29.78 for 507,131.00 shares. Based on historical transaction data and SPSB's current price of $30.11, Occidental Asset Management, LLC's estimated gain on his SPSB holdings is $-368,088.90, reflecting a -0.94% gain to date.
Occidental Asset Management, LLC SPSB ($30.11) Holding Chart
Occidental Asset Management, LLC SPSB ($30.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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