Asset Management One’s State Street SPDR Portfolio Corporate Bond Index ETF SPBO Stock Holding History

Asset Management One’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 Q3	$2.16M	Sell	78,580 -73,600	-48%	-$2.09M	0.01%	683
2026 Q2	$4.42M	Sell	152,180 -25,250	-14%	-$733K	0.01%	631
2026 Q1	$5.15M	Sell	177,430 -175,000	-50%	-$5.13M	0.02%	592
2025 Q4	$10.4M	Buy	+352,430	New	+$10.4M	0.03%	451

Other funds holding SPBO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Management One's SPBO Position: Q3 2026 in Review

Asset Management One reduced its State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) stake by 48% in Q3 2026, selling an estimated $2.09M and leaving 78,580 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #683.

Asset Management One first reported a position in SPBO in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.4M in Q4 2025. 107 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Asset Management One held 78,580 shares of State Street SPDR Portfolio Corporate Bond Index ETF worth $2.16M as of Q3 2026.
Asset Management One sold 73,600 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $2.09M.
State Street SPDR Portfolio Corporate Bond Index ETF made up 0.01% of Asset Management One's portfolio in Q3 2026, its #683 holding.
Asset Management One first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
Asset Management One's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $10.4M in Q4 2025.
107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.