Melone Private Wealth’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 | $5.21M | Buy |
179,257
+1,697
| +1% | +$49.4K | 2.67% | 16 |
|
2025
Q1 | $5.15M | Buy |
177,560
+1,243
| +0.7% | +$36.1K | 2.7% | 14 |
|
2024
Q4 | $5.05M | Sell |
176,317
-27,961
| -14% | -$801K | 2.62% | 14 |
|
2024
Q3 | $6.13M | Buy |
204,278
+11,058
| +6% | +$332K | 3.26% | 12 |
|
2024
Q2 | $5.55M | Buy |
193,220
+907
| +0.5% | +$26K | 3.29% | 13 |
|
2024
Q1 | $5.6M | Sell |
192,313
-576
| -0.3% | -$16.8K | 3.36% | 11 |
|
2023
Q4 | $5.67M | Buy |
192,889
+12,602
| +7% | +$371K | 3.61% | 10 |
|
2023
Q3 | $4.97M | Buy |
180,287
+9,228
| +5% | +$255K | 3.56% | 10 |
|
2023
Q2 | $4.94M | Buy |
171,059
+8,400
| +5% | +$243K | 3.49% | 10 |
|
2023
Q1 | $4.79M | Sell |
162,659
-30,227
| -16% | -$890K | 3.66% | 10 |
|
2022
Q4 | $5.47M | Buy |
192,886
+7,197
| +4% | +$204K | 4.64% | 7 |
|
2022
Q3 | $5.19M | Buy |
185,689
+11,578
| +7% | +$324K | 4.53% | 8 |
|
2022
Q2 | $5.15M | Buy |
174,111
+4,940
| +3% | +$146K | 4.36% | 8 |
|
2022
Q1 | $5.16M | Sell |
169,171
-3,948
| -2% | -$120K | 4.21% | 8 |
|
2021
Q4 | $6.03M | Buy |
+173,119
| New | +$6.03M | 4.53% | 6 |
|