Geneos Wealth 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 | $26.4M | Sell |
904,105
-330,750
| -27% | -$9.66M | 0.65% | 27 |
|
|
2025
Q1 | $35.8M | Buy |
1,234,855
+857,001
| +227% | +$24.9M | 0.52% | 37 |
|
|
2024
Q4 | $10.8M | Buy |
377,854
+28,001
| +8% | +$802K | 0.38% | 54 |
|
|
2024
Q3 | $10.5M | Buy |
349,853
+46,997
| +16% | +$1.41M | 0.4% | 51 |
|
|
2024
Q2 | $8.69M | Buy |
302,856
+40,949
| +16% | +$1.18M | 0.39% | 52 |
|
|
2024
Q1 | $7.62M | Buy |
261,907
+98,361
| +60% | +$2.86M | 0.35% | 64 |
|
|
2023
Q4 | $4.81M | Buy |
163,546
+53,825
| +49% | +$1.58M | 0.24% | 106 |
|
|
2023
Q3 | $3.03M | Buy |
109,721
+58,866
| +116% | +$1.62M | 0.16% | 163 |
|
|
2023
Q2 | $1.47M | Buy |
50,855
+29,541
| +139% | +$853K | 0.08% | 257 |
|
|
2023
Q1 | $623K | Buy |
21,314
+3,404
| +19% | +$99.6K | 0.04% | 400 |
|
|
2022
Q4 | $508K | Buy |
17,910
+2,159
| +14% | +$61.3K | 0.03% | 421 |
|
|
2022
Q3 | $437K | Buy |
15,751
+1,970
| +14% | +$54.7K | 0.03% | 421 |
|
|
2022
Q2 | $410K | Buy |
13,781
+6,073
| +79% | +$181K | 0.02% | 548 |
|
|
2022
Q1 | $246K | Buy |
7,708
+3,476
| +82% | +$111K | 0.01% | 724 |
|
|
2021
Q4 | $147K | Buy |
4,232
+450
| +12% | +$15.6K | 0.01% | 1010 |
|
|
2021
Q3 | $133K | Buy |
3,782
+1,370
| +57% | +$48.2K | 0.01% | 1045 |
|
|
2021
Q2 | $85K | Buy |
2,412
+1,255
| +108% | +$44.2K | ﹤0.01% | 1231 |
|
|
2021
Q1 | $40K | Sell |
1,157
-40
| -3% | -$1.38K | ﹤0.01% | 1749 |
|
|
2020
Q4 | $41K | Buy |
1,197
+667
| +126% | +$22.8K | ﹤0.01% | 1554 |
|
|
2020
Q3 | $18K | Buy |
+530
| New | +$18K | ﹤0.01% | 1707 |
|