5th Street Advisors’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

5th Street Advisors’s Portfolio SPBO Stock Details SPBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.82M	Sell	175,352 -2,814	-2%	-$79.8K	1.94%	19
2026 Q2	$5.17M	Buy	178,166 +60,127	+51%	+$1.74M	1.97%	18
2026 Q1	$3.43M	Sell	118,039 -16,822	-12%	-$494K	1.48%	22
2025 Q4	$3.96M	Sell	134,861 -10,366	-7%	-$306K	1.85%	20
2025 Q3	$4.3M	Sell	145,227 -3,882	-3%	-$114K	2.13%	19
2025 Q2	$4.36M	Sell	149,109 -10,672	-7%	-$306K	2.16%	17
2025 Q1	$4.64M	Buy	159,781 +39,146	+32%	+$1.13M	2.24%	16
2024 Q4	$3.45M	Buy	120,635 +15,596	+15%	+$456K	1.8%	18
2024 Q3	$3.15M	Sell	105,039 -166	-0.2%	-$4.9K	1.54%	19
2024 Q2	$3.02M	Buy	105,205 +60,707	+136%	+$1.74M	1.57%	18
2024 Q1	$1.3M	Buy	+44,498	New	+$1.29M	0.73%	20

Other funds holding SPBO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

5th Street Advisors's SPBO Position: Q3 2026 in Review

5th Street Advisors reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 1.6% in Q3 2026, selling an estimated $79.8K and leaving 175,352 shares worth $4.82M. The position accounts for 1.94% of the portfolio, ranked #19.

5th Street Advisors first reported a position in SPBO in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.17M in Q2 2026. 127 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

5th Street Advisors held 175,352 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $4.82M as of Q3 2026.
5th Street Advisors sold 2,814 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $79.8K.
State Street SPDR Portfolio Corporate Bond Index ETF made up 1.94% of 5th Street Advisors's portfolio in Q3 2026, its #19 holding.
5th Street Advisors first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q1 2024 and has held it in 11 quarters since.
5th Street Advisors's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $5.17M in Q2 2026.
127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on 5th Street Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.