Advisor Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Advisor Group’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
2019 Q4	$229K	Buy	6,780 +11	+0.2%	+$371	﹤0.01%	2292
2019 Q3	$229K	Buy	6,769 +8	+0.1%	+$268	﹤0.01%	2215
2019 Q2	$224K	Buy	6,761 +9	+0.1%	+$290	﹤0.01%	2222
2019 Q1	$217K	Buy	6,752 +1,402	+26%	+$43.7K	﹤0.01%	2217
2018 Q4	$164K	Hold	5,350	–	–	﹤0.01%	2244
2018 Q3	$165K	Hold	5,350	–	–	﹤0.01%	2339
2018 Q2	$166K	Buy	5,350 +2,250	+73%	+$69.9K	﹤0.01%	2121
2018 Q1	$98K	Buy	3,100 +100	+3%	+$3.17K	﹤0.01%	2572
2017 Q4	$97K	Buy	+3,000	New	+$96.9K	﹤0.01%	2607

Other funds holding SPBO

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPWA

Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Advisor Group's SPBO Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.16% in Q4 2019, buying an estimated $371 and bringing the position to 6,780 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Advisor Group first reported a position in SPBO in Q4 2017 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold SPBO as of Q4 2019.

Advisor Group held 6,780 shares of State Street SPDR Portfolio Corporate Bond ETF worth $229K as of Q4 2019.
Advisor Group bought 11 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2019, an estimated $371.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2292 holding.
Advisor Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2017 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.