SSWM
Sheets Smith Wealth Management’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 | – | Sell |
-8,050
| Closed | -$234K | – | 406 |
|
|
2025
Q1 | $234K | Buy |
8,050
+350
| +5% | +$10.2K | 0.03% | 330 |
|
|
2024
Q4 | $221K | Buy |
7,700
+900
| +13% | +$25.8K | 0.03% | 360 |
|
|
2024
Q3 | $204K | Buy |
+6,800
| New | +$204K | 0.03% | 360 |
|
|
2023
Q4 | – | Sell |
-5,700
| Closed | -$157K | – | 475 |
|
|
2023
Q3 | $157K | Buy |
+5,700
| New | +$157K | 0.02% | 317 |
|