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 |
|