Corient Private Wealth’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
63,644
+31,822
| +100% | +$930K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $924K | Hold |
31,822
| – | – | ﹤0.01% | 1310 |
|
|
2024
Q4 | $911K | Buy |
31,822
+2,245
| +8% | +$64.3K | ﹤0.01% | 1355 |
|
|
2024
Q3 | $888K | Hold |
29,577
| – | – | ﹤0.01% | 1432 |
|
|
2024
Q2 | $849K | Sell |
29,577
-2
| -0% | -$57 | ﹤0.01% | 1384 |
|
|
2024
Q1 | $861K | Buy |
29,579
+2
| +0% | +$58 | ﹤0.01% | 1357 |
|
|
2023
Q4 | $870K | Hold |
29,577
| – | – | ﹤0.01% | 1335 |
|
|
2023
Q3 | $816K | Buy |
+29,577
| New | +$816K | ﹤0.01% | 1261 |
|