B. Riley Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

B. Riley Wealth 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 Q3	–	Sell	-68,795	Closed	-$1.97M	–	1420
2024 Q2	$1.97M	Buy	68,795 +51,889	+307%	+$1.48M	0.05%	343
2024 Q1	$466K	Sell	16,906 -13,000	-43%	-$377K	0.01%	827
2023 Q4	$880K	Buy	29,906 +13,000	+77%	+$364K	0.02%	574
2023 Q3	$466K	Buy	16,906 +163	+1%	+$4.61K	0.01%	827
2023 Q2	$483K	Buy	16,743 +151	+0.9%	+$4.37K	0.01%	872
2023 Q1	$485K	Buy	+16,592	New	+$482K	0.01%	816

Other funds holding SPBO

RWP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

B. Riley Wealth Advisors's SPBO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2024, closing a stake of 68,795 shares — an estimated $1.97M sold.

B. Riley Wealth Advisors first reported a position in SPBO in Q1 2023 and held it in 6 quarters. The position peaked at $1.97M in Q2 2024. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 68,795 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $1.97M.
B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
B. Riley Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.97M in Q2 2024.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.