EP Wealth Advisors’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 | $113K | Buy |
5,000
+66
| +1% | +$1.49K | ﹤0.01% | 1362 |
|
|
2025
Q1 | $111K | Buy |
4,934
+43
| +0.9% | +$970 | ﹤0.01% | 1235 |
|
|
2024
Q4 | $109K | Buy |
4,891
+82
| +2% | +$1.82K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $116K | Sell |
4,809
-3,349
| -41% | -$80.9K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $184K | Buy |
8,158
+102
| +1% | +$2.3K | ﹤0.01% | 771 |
|
|
2024
Q1 | $187K | Buy |
8,056
+41
| +0.5% | +$953 | ﹤0.01% | 745 |
|
|
2023
Q4 | $191K | Buy |
8,015
+159
| +2% | +$3.78K | ﹤0.01% | 727 |
|
|
2023
Q3 | $167K | Sell |
7,856
-8,109
| -51% | -$172K | ﹤0.01% | 686 |
|
|
2023
Q2 | $209K | Buy |
15,965
+11,546
| +261% | +$151K | ﹤0.01% | 647 |
|
|
2023
Q1 | $209K | Sell |
4,419
-4,390
| -50% | -$208K | ﹤0.01% | 568 |
|
|
2022
Q4 | $198K | Buy |
+8,809
| New | +$198K | ﹤0.01% | 554 |
|
|
2022
Q3 | – | Sell |
-8,582
| Closed | -$207K | – | 604 |
|
|
2022
Q2 | $207K | Sell |
8,582
-1,117
| -12% | -$26.9K | ﹤0.01% | 564 |
|
|
2022
Q1 | $270K | Buy |
9,699
+49
| +0.5% | +$1.36K | 0.01% | 509 |
|
|
2021
Q4 | $304K | Buy |
9,650
+81
| +0.8% | +$2.55K | 0.01% | 460 |
|
|
2021
Q3 | $300K | Buy |
9,569
+62
| +0.7% | +$1.94K | 0.01% | 428 |
|
|
2021
Q2 | $302K | Buy |
+9,507
| New | +$302K | 0.01% | 443 |
|