Financial Advocates Investment Management’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 | $2.89M | Buy |
98,885
+297
| +0.3% | +$8.68K | 0.24% | 99 |
|
|
2025
Q1 | $2.86M | Buy |
98,588
+58,164
| +144% | +$1.69M | 0.2% | 120 |
|
|
2024
Q4 | $1.16M | Buy |
40,424
+2,771
| +7% | +$79.4K | 0.07% | 271 |
|
|
2024
Q3 | $1.13M | Buy |
37,653
+1,840
| +5% | +$55.3K | 0.06% | 285 |
|
|
2024
Q2 | $1.03M | Buy |
35,813
+42
| +0.1% | +$1.21K | 0.06% | 285 |
|
|
2024
Q1 | $1.04M | Buy |
35,771
+1,254
| +4% | +$36.5K | 0.06% | 303 |
|
|
2023
Q4 | $1.02M | Buy |
34,517
+1,154
| +3% | +$33.9K | 0.07% | 286 |
|
|
2023
Q3 | $920K | Buy |
33,363
+2,497
| +8% | +$68.9K | 0.07% | 282 |
|
|
2023
Q2 | $891K | Buy |
30,866
+2,242
| +8% | +$64.7K | 0.06% | 288 |
|
|
2023
Q1 | $837K | Buy |
28,624
+2,894
| +11% | +$84.6K | 0.06% | 312 |
|
|
2022
Q4 | $730K | Buy |
+25,730
| New | +$730K | 0.05% | 352 |
|
|
2022
Q2 | – | Sell |
-70,040
| Closed | -$2.24M | – | 780 |
|
|
2022
Q1 | $2.24M | Sell |
70,040
-10,784
| -13% | -$345K | 0.15% | 169 |
|
|
2021
Q4 | $2.81M | Buy |
80,824
+3,659
| +5% | +$127K | 0.18% | 129 |
|
|
2021
Q3 | $2.71M | Buy |
77,165
+6,588
| +9% | +$231K | 0.18% | 134 |
|
|
2021
Q2 | $2.5M | Sell |
70,577
-653
| -0.9% | -$23.1K | 0.17% | 142 |
|
|
2021
Q1 | $2.45M | Sell |
71,230
-442
| -0.6% | -$15.2K | 0.17% | 128 |
|
|
2020
Q4 | $2.6M | Buy |
+71,672
| New | +$2.6M | 0.18% | 129 |
|