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 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 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

AlphaCore Capital's SPBO Position: Q1 2026 in Review

AlphaCore Capital held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q1 2026 at 138 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

AlphaCore Capital first reported a position in SPBO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.09K in Q3 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

AlphaCore Capital held 138 shares of State Street SPDR Portfolio Corporate Bond ETF worth $4.01K as of Q1 2026.
AlphaCore Capital left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1143 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
AlphaCore Capital's State Street SPDR Portfolio Corporate Bond ETF position peaked at $4.09K in Q3 2025.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.