AC
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AlphaCore Capital’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

AlphaCore Capital’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 		$4.01K Hold
138
– – ﹤0.01% 1429
2026
Q1 		$4.01K Hold
138
– – ﹤0.01% 1143
2025
Q4 		$4.05K Hold
138
– – ﹤0.01% 1366
2025
Q3 		$4.09K Hold
138
– – ﹤0.01% 1033
2025
Q2 		$4.03K Hold
138
– – ﹤0.01% 1008
2025
Q1 		$4.01K Buy
+138
New +$3.98K ﹤0.01% 712

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

AlphaCore Capital's SPBO Position: Q2 2026 in Review

AlphaCore Capital held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 138 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

AlphaCore Capital first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.09K in Q3 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • AlphaCore Capital held 138 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.01K as of Q2 2026.
  • AlphaCore Capital left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1429 holding.
  • AlphaCore Capital first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's State Street SPDR Portfolio Corporate Bond ETF position peaked at $4.09K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.