AE Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.6M	Buy	2,120,579 +145,679	+7%	+$4.27M	0.33%	74
2025 Q4	$57.9M	Buy	1,974,900 +237,241	+14%	+$7.01M	0.33%	77
2025 Q3	$51.5M	Buy	1,737,659 +132,678	+8%	+$3.88M	0.33%	77
2025 Q2	$46.9M	Buy	1,604,981 +81,588	+5%	+$2.34M	0.34%	72
2025 Q1	$44.2M	Buy	1,523,393 +82,718	+6%	+$2.38M	0.37%	66
2024 Q4	$41.3M	Buy	1,440,675 +203,286	+16%	+$5.94M	0.35%	67
2024 Q3	$37.2M	Buy	1,237,389 +6,499	+0.5%	+$192K	0.34%	73
2024 Q2	$35.3M	Buy	1,230,890 +256,984	+26%	+$7.35M	0.35%	63
2024 Q1	$28.4M	Buy	973,906 +139,936	+17%	+$4.06M	0.32%	74
2023 Q4	$24.3M	Buy	833,970 +151,253	+22%	+$4.24M	0.12%	187
2023 Q3	$18.8M	Buy	682,717 +89,264	+15%	+$2.53M	0.11%	201
2023 Q2	$17.1M	Sell	593,453 -57,638	-9%	-$1.67M	0.1%	236
2023 Q1	$19M	Buy	651,091 +23,295	+4%	+$676K	0.12%	199
2022 Q4	$17.8M	Sell	627,796 -21,211	-3%	-$598K	0.13%	190
2022 Q3	$18M	Buy	649,007 +519,260	+400%	+$15.3M	0.14%	152
2022 Q2	$3.84M	Buy	129,747 +269	+0.2%	+$8.13K	0.03%	466
2022 Q1	$4.14M	Buy	129,478 +7,309	+6%	+$241K	0.03%	498
2021 Q4	$4.25M	Buy	122,169 +678	+0.6%	+$23.7K	0.03%	454
2021 Q3	$4.26M	Buy	121,491 +46,657	+62%	+$1.66M	0.04%	419
2021 Q2	$2.65M	Buy	+74,834	New	+$2.61M	0.02%	554