Coppell Advisory 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 |
-6,111
| Closed | -$175K | – | 1633 |
|
|
2024
Q4 | $175K | Sell |
6,111
-1,975
| -24% | -$56.7K | 0.02% | 303 |
|
|
2024
Q3 | $243K | Sell |
8,086
-81
| -1% | -$2.44K | 0.04% | 245 |
|
|
2024
Q2 | $234K | Buy |
+8,167
| New | +$234K | 0.04% | 229 |
|
|
2023
Q4 | $365K | Buy |
12,395
+10,935
| +749% | +$322K | 0.07% | 183 |
|
|
2023
Q3 | $41.4K | Buy |
1,460
+894
| +158% | +$25.4K | 0.01% | 389 |
|
|
2023
Q2 | $16.3K | Buy |
+566
| New | +$16.3K | ﹤0.01% | 603 |
|
|
2023
Q1 | – | Sell |
-1,460
| Closed | -$41.4K | – | 939 |
|
|
2022
Q4 | $41.4K | Buy |
+1,460
| New | +$41.4K | 0.01% | 391 |
|