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

Arlington Financial Advisors’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	$240K	Hold	8,264	–	–	0.03%	88
2025 Q4	$242K	Hold	8,264	–	–	0.03%	92
2025 Q3	$245K	Hold	8,264	–	–	0.04%	100
2025 Q2	$241K	Hold	8,264	–	–	0.04%	78
2025 Q1	$240K	Hold	8,264	–	–	0.04%	101
2024 Q4	$237K	Hold	8,264	–	–	0.05%	85
2024 Q3	$248K	Hold	8,264	–	–	0.05%	65
2024 Q2	$237K	Hold	8,264	–	–	0.05%	65
2024 Q1	$241K	Buy	+8,264	New	+$240K	0.05%	68

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

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

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return