Action Point Financial Planning’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Action Point Financial Planning’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	$28.4K	Buy	+978	New	+$28.4K	﹤0.01%	1013

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

Action Point Financial Planning's SPBO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 978 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Action Point Financial Planning held 978 shares of State Street SPDR Portfolio Corporate Bond ETF worth $28.4K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1013 holding.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.