PIA
Perennial Investment Advisors’s SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Sell |
7,921
-442
| -5% | -$12.9K | 0.02% | 410 |
|
2025
Q1 | $243K | Sell |
8,363
-1,094
| -12% | -$31.8K | 0.03% | 363 |
|
2024
Q4 | $271K | Sell |
9,457
-745
| -7% | -$21.3K | 0.03% | 320 |
|
2024
Q3 | $306K | Sell |
10,202
-1,215
| -11% | -$36.5K | 0.04% | 282 |
|
2024
Q2 | $328K | Sell |
11,417
-2,319
| -17% | -$66.5K | 0.05% | 264 |
|
2024
Q1 | $400K | Buy |
13,736
+962
| +8% | +$28K | 0.06% | 208 |
|
2023
Q4 | $376K | Sell |
12,774
-102,232
| -89% | -$3.01M | 0.06% | 206 |
|
2023
Q3 | $3.17M | Sell |
115,006
-3,008
| -3% | -$83K | 0.57% | 40 |
|
2023
Q2 | $3.41M | Buy |
118,014
+375
| +0.3% | +$10.8K | 0.6% | 38 |
|
2023
Q1 | $3.44M | Buy |
+117,639
| New | +$3.44M | 0.64% | 38 |
|