IFP Advisors’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 | $5.58M | Buy |
247,071
+2,910
| +1% | +$65.7K | 0.16% | 138 |
|
|
2025
Q1 | $5.51M | Sell |
244,161
-1,638
| -0.7% | -$37K | 0.17% | 125 |
|
|
2024
Q4 | $5.46M | Buy |
245,799
+13,250
| +6% | +$295K | 0.18% | 120 |
|
|
2024
Q3 | $5.62M | Buy |
232,549
+89,433
| +62% | +$2.16M | 0.2% | 106 |
|
|
2024
Q2 | $3.23M | Buy |
143,116
+9,246
| +7% | +$208K | 0.13% | 161 |
|
|
2024
Q1 | $3.11M | Buy |
133,870
+24,252
| +22% | +$564K | 0.14% | 158 |
|
|
2023
Q4 | $2.61M | Buy |
+109,618
| New | +$2.61M | 0.12% | 179 |
|
|
2023
Q1 | – | Sell |
-172
| Closed | -$7K | – | 4304 |
|
|
2022
Q4 | $7K | Sell |
172
-135
| -44% | -$5.49K | ﹤0.01% | 3630 |
|
|
2022
Q3 | $8K | Hold |
307
| – | – | ﹤0.01% | 3807 |
|
|
2022
Q2 | $8K | Hold |
307
| – | – | ﹤0.01% | 3557 |
|
|
2022
Q1 | $8K | Buy |
+307
| New | +$8K | ﹤0.01% | 3557 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4437 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4224 |
|
|
2021
Q1 | – | Sell |
-1,604
| Closed | -$55K | – | 4108 |
|
|
2020
Q4 | $55K | Buy |
1,604
+612
| +62% | +$21K | ﹤0.01% | 1405 |
|
|
2020
Q3 | $30K | Buy |
+992
| New | +$30K | ﹤0.01% | 1477 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3610 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3536 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3517 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3567 |
|
|
2019
Q1 | $81K | Sell |
3,000
-594
| -17% | -$16K | 0.01% | 771 |
|
|
2018
Q4 | $91K | Buy |
3,594
+579
| +19% | +$14.7K | 0.01% | 1241 |
|
|
2018
Q3 | $79K | Hold |
3,015
| – | – | ﹤0.01% | 1619 |
|
|
2018
Q2 | $79K | Buy |
3,015
+2,347
| +351% | +$61.5K | ﹤0.01% | 1613 |
|
|
2018
Q1 | $19K | Hold |
668
| – | – | ﹤0.01% | 2419 |
|
|
2017
Q4 | $19K | Sell |
668
-157
| -19% | -$4.47K | ﹤0.01% | 2417 |
|
|
2017
Q3 | $23K | Hold |
825
| – | – | ﹤0.01% | 2489 |
|
|
2017
Q2 | $23K | Sell |
825
-155
| -16% | -$4.32K | ﹤0.01% | 2479 |
|
|
2017
Q1 | $26K | Buy |
980
+272
| +38% | +$7.22K | ﹤0.01% | 2311 |
|
|
2016
Q4 | $19K | Buy |
708
+6
| +0.9% | +$161 | ﹤0.01% | 2489 |
|
|
2016
Q3 | $20K | Hold |
702
| – | – | ﹤0.01% | 2385 |
|
|
2016
Q2 | $20K | Sell |
702
-3,798
| -84% | -$108K | ﹤0.01% | 2334 |
|
|
2016
Q1 | $81K | Buy |
4,500
+3,124
| +227% | +$56.2K | 0.01% | 771 |
|
|
2015
Q4 | $34K | Buy |
+1,376
| New | +$34K | ﹤0.01% | 1838 |
|