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Atomi Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Atomi Financial Group’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 		$1.38M Sell
47,574
-5,049
-10% -$146K 0.04% 368
2026
Q1 		$1.53M Buy
52,623
+26,901
+105% +$789K 0.05% 306
2025
Q4 		$755K Buy
25,722
+3,978
+18% +$117K 0.02% 513
2025
Q3 		$644K Sell
21,744
-4,594
-17% -$134K 0.02% 538
2025
Q2 		$770K Buy
26,338
+4,334
+20% +$124K 0.03% 425
2025
Q1 		$639K Buy
+22,004
New +$634K 0.03% 435

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

Atomi Financial Group's SPBO Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 9.6% in Q2 2026, selling an estimated $146K and leaving 47,574 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #368.

Atomi Financial Group first reported a position in SPBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2026. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Atomi Financial Group held 47,574 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.38M as of Q2 2026.
  • Atomi Financial Group sold 5,049 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $146K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #368 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Atomi Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.53M in Q1 2026.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.