Atria Wealth Solutions’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,678
Closed -$249K 2044
2024
Q4
$249K Sell
8,678
-1,488
-15% -$42.6K ﹤0.01% 1642
2024
Q3
$305K Sell
10,166
-15,225
-60% -$457K ﹤0.01% 1491
2024
Q2
$729K Sell
25,391
-87,876
-78% -$2.52M 0.01% 1030
2024
Q1
$3.3M Buy
113,267
+102,429
+945% +$2.98M 0.04% 462
2023
Q4
$319K Sell
10,838
-1,538
-12% -$45.2K ﹤0.01% 1447
2023
Q3
$341K Sell
12,376
-11,377
-48% -$314K ﹤0.01% 1326
2023
Q2
$686K Sell
23,753
-3,425
-13% -$98.9K 0.01% 1013
2023
Q1
$795K Sell
27,178
-3,869
-12% -$113K 0.01% 898
2022
Q4
$881K Sell
31,047
-90,550
-74% -$2.57M 0.01% 804
2022
Q3
$3.38M Sell
121,597
-22,294
-15% -$619K 0.06% 323
2022
Q2
$4.26M Buy
+143,891
New +$4.26M 0.08% 246