Creative Planning’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$536K	Buy	18,452 +4,131	+29%	+$121K	﹤0.01%	2985
2025 Q4	$420K	Sell	14,321 -2,624	-15%	-$77.5K	﹤0.01%	2987
2025 Q3	$502K	Buy	16,945 +233	+1%	+$6.82K	﹤0.01%	2720
2025 Q2	$488K	Buy	16,712 +6,498	+64%	+$186K	﹤0.01%	2492
2025 Q1	$297K	Buy	10,214 +167	+2%	+$4.82K	﹤0.01%	2767
2024 Q4	$288K	Buy	10,047 +1,183	+13%	+$34.6K	﹤0.01%	2702
2024 Q3	$266K	Sell	8,864 -1,594	-15%	-$47K	﹤0.01%	2618
2024 Q2	$300K	Buy	10,458 +1,764	+20%	+$50.5K	﹤0.01%	2351
2024 Q1	$253K	Sell	8,694 -89	-1%	-$2.58K	﹤0.01%	2393
2023 Q4	$258K	Buy	8,783 +741	+9%	+$20.8K	﹤0.01%	2203
2023 Q3	$222K	Buy	+8,042	New	+$228K	﹤0.01%	2167
2023 Q1	–	Sell	-8,737	Closed	-$248K	–	2770
2022 Q4	$248K	Buy	+8,737	New	+$246K	﹤0.01%	1862
2017 Q3	–	Sell	-300	Closed	-$10K	–	3454
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	3634
2017 Q1	$10K	Sell	300 -550	-65%	-$17.5K	﹤0.01%	3603
2016 Q4	$27K	Hold	850	–	–	﹤0.01%	2870
2016 Q3	$28K	Buy	+850	New	+$28K	﹤0.01%	2801