5th Street Advisors’s State Street SPDR Portfolio Corporate Bond 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 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%	-$4.89K	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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

5th Street Advisors's SPBO Position: Q2 2026 in Review

5th Street Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 51% in Q2 2026, buying an estimated $1.74M and bringing the position to 178,166 shares worth $5.17M. The position accounts for 1.97% of the portfolio, ranked #18.

5th Street Advisors first reported a position in SPBO in Q1 2024 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

5th Street Advisors held 178,166 shares of State Street SPDR Portfolio Corporate Bond ETF worth $5.17M as of Q2 2026.
5th Street Advisors bought 60,127 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.74M.
State Street SPDR Portfolio Corporate Bond ETF made up 1.97% of 5th Street Advisors's portfolio in Q2 2026, its #18 holding.
5th Street Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.