Avantax Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2M	Sell	68,615 -1,464	-2%	-$42K	0.01%	799
2025 Q1	$2.03M	Sell	70,079 -1,228	-2%	-$35.4K	0.01%	732
2024 Q4	$2.04M	Buy	71,307 +63,629	+829%	+$1.86M	0.01%	697
2024 Q3	$231K	Buy	+7,678	New	+$226K	﹤0.01%	1929
2024 Q2	–	Sell	-10,374	Closed	-$302K	–	2130
2024 Q1	$302K	Buy	+10,374	New	+$301K	﹤0.01%	1288

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Avantax Advisory Services's SPBO Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 2.1% in Q2 2025, selling an estimated $42K and leaving 68,615 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #799.

Avantax Advisory Services first reported a position in SPBO in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.04M in Q4 2024. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Avantax Advisory Services held 68,615 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2M as of Q2 2025.
Avantax Advisory Services sold 1,464 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $42K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #799 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.04M in Q4 2024.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.