AE Wealth Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9M | Buy |
1,604,981
+81,588
| +5% | +$2.38M | 0.34% | 72 |
|
|
2025
Q1 | $44.2M | Buy |
1,523,393
+82,718
| +6% | +$2.4M | 0.37% | 66 |
|
|
2024
Q4 | $41.3M | Buy |
1,440,675
+203,286
| +16% | +$5.82M | 0.35% | 67 |
|
|
2024
Q3 | $37.2M | Buy |
1,237,389
+6,499
| +0.5% | +$195K | 0.34% | 73 |
|
|
2024
Q2 | $35.3M | Buy |
1,230,890
+256,984
| +26% | +$7.38M | 0.35% | 63 |
|
|
2024
Q1 | $28.4M | Buy |
973,906
+139,936
| +17% | +$4.07M | 0.32% | 74 |
|
|
2023
Q4 | $24.3M | Buy |
833,970
+151,253
| +22% | +$4.41M | 0.12% | 187 |
|
|
2023
Q3 | $18.8M | Buy |
682,717
+89,264
| +15% | +$2.46M | 0.11% | 201 |
|
|
2023
Q2 | $17.1M | Sell |
593,453
-57,638
| -9% | -$1.66M | 0.1% | 236 |
|
|
2023
Q1 | $19M | Buy |
651,091
+23,295
| +4% | +$681K | 0.12% | 199 |
|
|
2022
Q4 | $17.8M | Sell |
627,796
-21,211
| -3% | -$602K | 0.13% | 190 |
|
|
2022
Q3 | $18M | Buy |
649,007
+519,260
| +400% | +$14.4M | 0.14% | 152 |
|
|
2022
Q2 | $3.84M | Buy |
129,747
+269
| +0.2% | +$7.96K | 0.03% | 466 |
|
|
2022
Q1 | $4.15M | Buy |
129,478
+7,309
| +6% | +$234K | 0.03% | 497 |
|
|
2021
Q4 | $4.25M | Buy |
122,169
+678
| +0.6% | +$23.6K | 0.03% | 454 |
|
|
2021
Q3 | $4.26M | Buy |
121,491
+46,657
| +62% | +$1.64M | 0.04% | 418 |
|
|
2021
Q2 | $2.65M | Buy |
+74,834
| New | +$2.65M | 0.02% | 553 |
|