Creative Planning’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 | $488K | Buy |
16,712
+6,498
| +64% | +$190K | ﹤0.01% | 2485 |
|
|
2025
Q1 | $297K | Buy |
10,214
+167
| +2% | +$4.85K | ﹤0.01% | 2760 |
|
|
2024
Q4 | $288K | Buy |
10,047
+1,183
| +13% | +$33.9K | ﹤0.01% | 2693 |
|
|
2024
Q3 | $266K | Sell |
8,864
-1,594
| -15% | -$47.9K | ﹤0.01% | 2618 |
|
|
2024
Q2 | $300K | Buy |
10,458
+1,764
| +20% | +$50.6K | ﹤0.01% | 2341 |
|
|
2024
Q1 | $253K | Sell |
8,694
-89
| -1% | -$2.59K | ﹤0.01% | 2383 |
|
|
2023
Q4 | $258K | Buy |
8,783
+741
| +9% | +$21.8K | ﹤0.01% | 2197 |
|
|
2023
Q3 | $222K | Buy |
+8,042
| New | +$222K | ﹤0.01% | 2161 |
|
|
2023
Q1 | – | Sell |
-8,737
| Closed | -$248K | – | 2637 |
|
|
2022
Q4 | $248K | Buy |
+8,737
| New | +$248K | ﹤0.01% | 1854 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$10K | – | 3357 |
|
|
2017
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 3588 |
|
|
2017
Q1 | $10K | Sell |
300
-550
| -65% | -$18.3K | ﹤0.01% | 3560 |
|
|
2016
Q4 | $27K | Hold |
850
| – | – | ﹤0.01% | 2836 |
|
|
2016
Q3 | $28K | Buy |
+850
| New | +$28K | ﹤0.01% | 2773 |
|