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

Advisor Resource Council’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	$1.1M	Buy	38,030 +5,722	+18%	+$168K	0.36%	45
2025 Q4	$947K	Buy	+32,308	New	+$954K	0.34%	63
2025 Q3	–	Sell	-12,101	Closed	-$354K	–	159
2025 Q2	$354K	Sell	12,101 -493,366	-98%	-$14.2M	0.14%	113
2025 Q1	$14.3M	Buy	+505,467	New	+$14.6M	1.16%	14
2024 Q4	–	Sell	-10,251	Closed	-$308K	–	240
2024 Q3	$308K	Buy	+10,251	New	+$302K	0.14%	173
2024 Q2	–	Sell	-28,496	Closed	-$838K	–	197
2024 Q1	$838K	Sell	28,496 -188,576	-87%	-$5.48M	0.35%	68
2023 Q4	$6.38M	Buy	217,072 +208,753	+2,509%	+$5.85M	0.74%	32
2023 Q3	$229K	Sell	8,319 -3,508	-30%	-$99.3K	0.12%	136
2023 Q2	$342K	Sell	11,827 -46,622	-80%	-$1.35M	0.15%	107
2023 Q1	$1.71M	Buy	+58,449	New	+$1.7M	0.43%	52
2022 Q4	–	Sell	-7,723	Closed	-$215K	–	177
2022 Q3	$215K	Sell	7,723 -214,955	-97%	-$6.35M	0.15%	136
2022 Q2	$6.58M	Buy	222,678 +175,423	+371%	+$5.3M	0.61%	38
2022 Q1	$1.51M	Sell	47,255 -220,761	-82%	-$7.29M	0.45%	63
2021 Q4	$9.33M	Buy	268,016 +237,049	+765%	+$8.3M	0.73%	27
2021 Q3	$1.09M	Sell	30,967 -117,770	-79%	-$4.19M	0.33%	84
2021 Q2	$5.26M	Buy	+148,737	New	+$5.18M	0.55%	37

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Advisor Resource Council's SPBO Position: Q1 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 18% in Q1 2026, buying an estimated $168K and bringing the position to 38,030 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #45.

Advisor Resource Council first reported a position in SPBO in Q2 2021 and has held it in 16 quarters since. The position peaked at $14.3M in Q1 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Advisor Resource Council held 38,030 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.1M as of Q1 2026.
Advisor Resource Council bought 5,722 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $168K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.36% of Advisor Resource Council's portfolio in Q1 2026, its #45 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's State Street SPDR Portfolio Corporate Bond ETF position peaked at $14.3M in Q1 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.