Advisornet Financial’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-1,034	Closed	-$31.1K	–	2242
2024 Q3	$31.1K	Hold	1,034	–	–	﹤0.01%	1056
2024 Q2	$29.7K	Hold	1,034	–	–	﹤0.01%	982
2024 Q1	$30.1K	Hold	1,034	–	–	﹤0.01%	964
2023 Q4	$30.4K	Sell	1,034 -1,611	-61%	-$45.1K	﹤0.01%	964
2023 Q3	$72.9K	Hold	2,645	–	–	0.01%	692
2023 Q2	$76.4K	Buy	+2,645	New	+$76.5K	0.01%	700

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Advisornet Financial's SPBO Position: Q4 2024 in Review

Advisornet Financial sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 1,034 shares — an estimated $31.1K sold.

Advisornet Financial first reported a position in SPBO in Q2 2023 and held it in 6 quarters. The position peaked at $76.4K in Q2 2023. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

Advisornet Financial reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 1,034 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $31.1K.
Advisornet Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Advisornet Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $76.4K in Q2 2023.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.