AWM
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AE Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

AE Wealth Management’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 		$67.3M Buy
2,317,936
+197,357
+9% +$5.73M 0.31% 80
2026
Q1 		$61.6M Buy
2,120,579
+145,679
+7% +$4.27M 0.33% 74
2025
Q4 		$57.9M Buy
1,974,900
+237,241
+14% +$7.01M 0.33% 77
2025
Q3 		$51.5M Buy
1,737,659
+132,678
+8% +$3.88M 0.33% 77
2025
Q2 		$46.9M Buy
1,604,981
+81,588
+5% +$2.34M 0.34% 72
2025
Q1 		$44.2M Buy
1,523,393
+82,718
+6% +$2.38M 0.37% 66
2024
Q4 		$41.3M Buy
1,440,675
+203,286
+16% +$5.94M 0.35% 67
2024
Q3 		$37.2M Buy
1,237,389
+6,499
+0.5% +$192K 0.34% 73
2024
Q2 		$35.3M Buy
1,230,890
+256,984
+26% +$7.35M 0.35% 63
2024
Q1 		$28.4M Buy
973,906
+139,936
+17% +$4.06M 0.32% 74
2023
Q4 		$24.3M Buy
833,970
+151,253
+22% +$4.24M 0.12% 187
2023
Q3 		$18.8M Buy
682,717
+89,264
+15% +$2.53M 0.11% 201
2023
Q2 		$17.1M Sell
593,453
-57,638
-9% -$1.67M 0.1% 236
2023
Q1 		$19M Buy
651,091
+23,295
+4% +$676K 0.12% 199
2022
Q4 		$17.8M Sell
627,796
-21,211
-3% -$598K 0.13% 190
2022
Q3 		$18M Buy
649,007
+519,260
+400% +$15.3M 0.14% 152
2022
Q2 		$3.84M Buy
129,747
+269
+0.2% +$8.13K 0.03% 466
2022
Q1 		$4.14M Buy
129,478
+7,309
+6% +$241K 0.03% 498
2021
Q4 		$4.25M Buy
122,169
+678
+0.6% +$23.7K 0.03% 454
2021
Q3 		$4.26M Buy
121,491
+46,657
+62% +$1.66M 0.04% 419
2021
Q2 		$2.65M Buy
+74,834
New +$2.61M 0.02% 554

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AE Wealth Management's SPBO Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 9.3% in Q2 2026, buying an estimated $5.73M and bringing the position to 2,317,936 shares worth $67.3M. The position accounts for 0.31% of the portfolio, ranked #80.

AE Wealth Management first reported a position in SPBO in Q2 2021 and has held it in 21 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • AE Wealth Management held 2,317,936 shares of State Street SPDR Portfolio Corporate Bond ETF worth $67.3M as of Q2 2026.
  • AE Wealth Management bought 197,357 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $5.73M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.31% of AE Wealth Management's portfolio in Q2 2026, its #80 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.