Avior Wealth Management’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 |
-5,801
| Closed | -$166K | – | 2092 |
|
|
2024
Q4 | $166K | Sell |
5,801
-17,816
| -75% | -$510K | 0.01% | 751 |
|
|
2024
Q3 | $709K | Buy |
23,617
+5,165
| +28% | +$155K | 0.03% | 367 |
|
|
2024
Q2 | $530K | Hold |
18,452
| – | – | 0.02% | 418 |
|
|
2024
Q1 | $537K | Hold |
18,452
| – | – | 0.03% | 426 |
|
|
2023
Q4 | $543K | Buy |
+18,452
| New | +$543K | 0.03% | 322 |
|