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Arrien Investments’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Arrien Investments’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 		$298K Sell
10,254
-3,531
-26% -$102K 0.15% 36
2026
Q1 		$400K Buy
13,785
+617
+5% +$18.1K 0.22% 27
2025
Q4 		$386K Buy
+13,168
New +$389K 0.22% 29

Other funds holding SPBO

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Arrien Investments's SPBO Position: Q2 2026 in Review

Arrien Investments reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 26% in Q2 2026, selling an estimated $102K and leaving 10,254 shares worth $298K. The position accounts for 0.15% of the portfolio, ranked #36.

Arrien Investments first reported a position in SPBO in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q1 2026. 123 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Arrien Investments held 10,254 shares of State Street SPDR Portfolio Corporate Bond ETF worth $298K as of Q2 2026.
  • Arrien Investments sold 3,531 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $102K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.15% of Arrien Investments's portfolio in Q2 2026, its #36 holding.
  • Arrien Investments first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Arrien Investments's State Street SPDR Portfolio Corporate Bond ETF position peaked at $400K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.