B.O.S.S. Retirement Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

B.O.S.S. Retirement 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
2024 Q4	–	Sell	-6,741	Closed	-$202K	–	282
2024 Q3	$202K	Sell	6,741 -3,227	-32%	-$95.2K	0.04%	205
2024 Q2	$286K	Buy	9,968 +2,017	+25%	+$57.7K	0.07%	151
2024 Q1	$234K	Sell	7,951 -1,892	-19%	-$54.9K	0.09%	116
2023 Q4	$289K	Buy	9,843 +160	+2%	+$4.48K	0.06%	209
2023 Q3	$267K	Sell	9,683 -165	-2%	-$4.67K	0.06%	209
2023 Q2	$284K	Buy	9,848 +100	+1%	+$2.89K	0.06%	205
2023 Q1	$285K	Sell	9,748 -3,584	-27%	-$104K	0.07%	195
2022 Q4	$378K	Buy	+13,332	New	+$376K	0.1%	178

Other funds holding SPBO

RWP

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SPBO Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2024, closing a stake of 6,741 shares — an estimated $202K sold.

B.O.S.S. Retirement Advisors first reported a position in SPBO in Q4 2022 and held it in 8 quarters. The position peaked at $378K in Q4 2022. 152 funds tracked by Wall St. Rank hold SPBO as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 6,741 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2024, an estimated $202K.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $378K in Q4 2022.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.