CWM
Collaborative Wealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
191,128
-25,033
| -12% | -$565K | 1.88% | 16 |
|
|
2025
Q1 | $4.88M | Buy |
216,161
+2,759
| +1% | +$62.3K | 2.28% | 14 |
|
|
2024
Q4 | $4.74M | Buy |
213,402
+8,623
| +4% | +$192K | 2.15% | 14 |
|
|
2024
Q3 | $4.95M | Buy |
204,779
+7,128
| +4% | +$172K | 2.24% | 14 |
|
|
2024
Q2 | $4.46M | Buy |
197,651
+21,537
| +12% | +$486K | 2.18% | 14 |
|
|
2024
Q1 | $4.09M | Buy |
176,114
+12,279
| +7% | +$285K | 2.05% | 14 |
|
|
2023
Q4 | $3.9M | Buy |
163,835
+8,643
| +6% | +$206K | 2.11% | 14 |
|
|
2023
Q3 | $3.3M | Buy |
155,192
+10,808
| +7% | +$230K | 1.97% | 14 |
|
|
2023
Q2 | $3.36M | Buy |
144,384
+18,104
| +14% | +$421K | 2% | 14 |
|
|
2023
Q1 | $2.98M | Buy |
126,280
+42,190
| +50% | +$997K | 1.88% | 14 |
|
|
2022
Q4 | $1.89M | Buy |
84,090
+4,242
| +5% | +$95.2K | 1.24% | 21 |
|
|
2022
Q3 | $1.74M | Buy |
79,848
+11,561
| +17% | +$251K | 1.23% | 21 |
|
|
2022
Q2 | $1.65M | Buy |
+68,287
| New | +$1.65M | 1.08% | 28 |
|
|
2021
Q4 | $1.78M | Buy |
+56,646
| New | +$1.78M | 0.98% | 28 |
|
|
2021
Q1 | $1.69M | Buy |
+60,620
| New | +$1.69M | 0.97% | 28 |
|