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Summit Financial Wealth 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
Q1
$21.3M Buy
733,807
+273,868
+60% +$7.95M 4.23% 6
2024
Q4
$13.2M Buy
+459,939
New +$13.2M 2.58% 11