AWA
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Acorn Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Acorn Wealth 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
2018
Q2 		– Sell
-220
Closed -$7K – 751
2018
Q1 		$7K Hold
220
– – 0.01% 582
2017
Q4 		$7K Buy
+220
New +$7.11K 0.01% 557

Other funds holding SPBO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's SPBO Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2018, closing a stake of 220 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in SPBO in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 16 funds tracked by Wall St. Rank hold SPBO as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 220 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.