FGAM
Financial Gravity Asset Management’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.2M | Buy |
+350,334
| New | +$10.2M | 2.22% | 14 |
|
|
2024
Q2 | $9.69M | Sell |
339,971
-272,890
| -45% | -$7.78M | 2.42% | 14 |
|
|
2024
Q1 | $17.9M | Sell |
612,861
-3,552,695
| -85% | -$104M | 2.4% | 14 |
|
|
2023
Q4 | $111M | Buy |
4,165,556
+294,104
| +8% | +$7.84M | 1.18% | 23 |
|
|
2023
Q3 | $102M | Buy |
3,871,452
+3,715,161
| +2,377% | +$98.3M | 1.13% | 25 |
|
|
2023
Q2 | $7.81K | Buy |
156,291
+3,858
| +3% | +$193 | 0.02% | 401 |
|
|
2023
Q1 | $4.46K | Buy |
152,433
+89,638
| +143% | +$2.62K | 0.14% | 175 |
|
|
2022
Q4 | $27.4K | Buy |
62,795
+1,207
| +2% | +$526 | 0.14% | 90 |
|
|
2022
Q3 | $1.71K | Sell |
61,588
-68,803
| -53% | -$1.91K | 0.06% | 314 |
|
|
2022
Q2 | $3.86K | Buy |
130,391
+71,367
| +121% | +$2.11K | 0.12% | 185 |
|
|
2022
Q1 | $1.89K | Sell |
59,024
-31,502
| -35% | -$1.01K | 0.05% | 300 |
|
|
2021
Q4 | $3.06K | Buy |
90,526
+3,553
| +4% | +$120 | 0.07% | 277 |
|
|
2021
Q3 | $3.05M | Sell |
86,973
-54,565
| -39% | -$1.91M | 1.43% | 13 |
|
|
2021
Q2 | $5.01M | Buy |
141,538
+11,075
| +8% | +$392K | 1.79% | 10 |
|
|
2021
Q1 | $4.49K | Buy |
130,463
+45,271
| +53% | +$1.56K | 0.09% | 153 |
|
|
2020
Q4 | $3.09M | Buy |
+85,192
| New | +$3.09M | 2.83% | 9 |
|
|
2020
Q2 | – | Sell |
-19,760
| Closed | -$647 | – | 775 |
|
|
2020
Q1 | $647 | Buy |
+19,760
| New | +$647 | ﹤0.01% | 516 |
|