AF
SPBO icon

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

Allworth 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
2025
Q3 		– Sell
-3,510
Closed -$103K – 5033
2025
Q2 		$103K Buy
+3,510
New +$101K ﹤0.01% 1538
2025
Q1 		– Sell
-317
Closed -$9.1K – 4171
2024
Q4 		$9.1K Buy
+317
New +$9.26K ﹤0.01% 2478

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Allworth Financial's SPBO Position: Q3 2025 in Review

Allworth Financial sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2025, closing a stake of 3,510 shares — an estimated $103K sold.

Allworth Financial first reported a position in SPBO in Q4 2024 and held it in 2 quarters. The position peaked at $103K in Q2 2025. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

  • Allworth Financial reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 3,510 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2025, an estimated $103K.
  • Allworth Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Allworth Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $103K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.