Financial Gravity Asset Management’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	$12.8M	Buy	442,070 +16,811	+4%	+$493K	2.28%	14
2025 Q4	$12.5M	Buy	425,259 +27,330	+7%	+$807K	2.4%	14
2025 Q3	$11.8M	Buy	+397,929	New	+$11.6M	2.33%	14
2025 Q1	$10.2M	Buy	+350,334	New	+$10.1M	2.22%	14
2024 Q2	$9.69M	Sell	339,971 -272,890	-45%	-$7.81M	2.42%	14
2024 Q1	$17.9M	Sell	612,861 -3,552,695	-85%	-$103M	2.4%	14
2023 Q4	$111M	Buy	4,165,556 +294,104	+8%	+$8.24M	1.18%	23
2023 Q3	$102M	Buy	3,871,452 +3,715,161	+2,377%	+$105M	1.13%	25
2023 Q2	$7.81K	Buy	156,291 +3,858	+3%	+$112K	0.02%	401
2023 Q1	$4.46K	Buy	152,433 +89,638	+143%	+$2.6M	0.14%	175
2022 Q4	$27.4K	Buy	62,795 +1,207	+2%	+$34K	0.14%	90
2022 Q3	$1.71K	Sell	61,588 -68,803	-53%	-$2.03M	0.06%	314
2022 Q2	$3.85K	Buy	130,391 +71,367	+121%	+$2.16M	0.12%	185
2022 Q1	$1.89K	Sell	59,024 -31,502	-35%	-$1.04M	0.05%	300
2021 Q4	$3.06K	Buy	90,526 +3,553	+4%	+$124K	0.07%	277
2021 Q3	$3.05M	Sell	86,973 -54,565	-39%	-$1.94M	1.43%	13
2021 Q2	$5.01M	Buy	141,538 +11,075	+8%	+$386K	1.79%	10
2021 Q1	$4.49K	Buy	130,463 +45,271	+53%	+$1.59M	0.09%	153
2020 Q4	$3.09M	Buy	+85,192	New	+$3.05M	2.83%	9
2020 Q2	–	Sell	-19,760	Closed	-$647	–	775
2020 Q1	$647	Buy	+19,760	New	+$666K	﹤0.01%	516