VA
Valmark Advisers’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 | $6.08M | Buy |
208,156
+86,009
| +70% | +$2.51M | 0.08% | 99 |
|
|
2025
Q1 | $3.55M | Sell |
122,147
-6,808
| -5% | -$198K | 0.05% | 137 |
|
|
2024
Q4 | $3.69M | Buy |
128,955
+30,231
| +31% | +$866K | 0.06% | 128 |
|
|
2024
Q3 | $2.96M | Sell |
98,724
-2,142
| -2% | -$64.3K | 0.05% | 143 |
|
|
2024
Q2 | $2.89M | Sell |
100,866
-761
| -0.7% | -$21.8K | 0.05% | 137 |
|
|
2024
Q1 | $2.96M | Sell |
101,627
-1,318
| -1% | -$38.4K | 0.05% | 130 |
|
|
2023
Q4 | $3.03M | Buy |
102,945
+50,209
| +95% | +$1.48M | 0.06% | 123 |
|
|
2023
Q3 | $1.45M | Sell |
52,736
-2,356
| -4% | -$65K | 0.03% | 176 |
|
|
2023
Q2 | $1.59M | Sell |
55,092
-4,708
| -8% | -$136K | 0.03% | 172 |
|
|
2023
Q1 | $1.75M | Sell |
59,800
-145
| -0.2% | -$4.24K | 0.04% | 156 |
|
|
2022
Q4 | $1.7M | Buy |
+59,945
| New | +$1.7M | 0.04% | 155 |
|