5SA
SPBO icon

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
Q1 		$3.43M Sell
118,039
-16,822
-12% -$494K 1.49% 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 1.58% 18
2024
Q1 		$1.3M Buy
+44,498
New +$1.29M 0.73% 20

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return