Acorn Financial Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Acorn Financial Advisory Services’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	–	Sell	-7,000	Closed	-$203K	–	229
2026 Q1	$203K	Buy	+7,000	New	+$205K	0.03%	208

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

Acorn Financial Advisory Services's SPBO Position: Q2 2026 in Review

Acorn Financial Advisory Services sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026, closing a stake of 7,000 shares — an estimated $203K sold.

Acorn Financial Advisory Services first reported a position in SPBO in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Acorn Financial Advisory Services reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Acorn Financial Advisory Services sold 7,000 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $203K.
Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
Acorn Financial Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $203K in Q1 2026.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.