GeoWealth Management’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
16,424
+1,700
| +12% | +$38.4K | 0.01% | 482 |
|
|
2025
Q1 | $332K | Buy |
+14,724
| New | +$332K | 0.01% | 519 |
|
|
2022
Q2 | – | Sell |
-33,980
| Closed | -$942K | – | 391 |
|
|
2022
Q1 | $942K | Sell |
33,980
-3,983
| -10% | -$110K | 0.08% | 151 |
|
|
2021
Q4 | $1.19M | Buy |
37,963
+2,679
| +8% | +$84.1K | 0.1% | 138 |
|
|
2021
Q3 | $1.11M | Sell |
35,284
-7,646
| -18% | -$240K | 0.09% | 154 |
|
|
2021
Q2 | $1.36M | Buy |
42,930
+7,098
| +20% | +$225K | 0.17% | 90 |
|
|
2021
Q1 | $1.08M | Buy |
35,832
+11,484
| +47% | +$346K | 0.17% | 86 |
|
|
2020
Q4 | $808K | Buy |
+24,348
| New | +$808K | 0.13% | 117 |
|