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

Belpointe Asset Management’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
Q2 		– Sell
-12,442
Closed -$362K – 927
2024
Q1 		$362K Buy
12,442
+1,040
+9% +$30.2K 0.03% 524
2023
Q4 		$335K Buy
+11,402
New +$319K 0.03% 491
2023
Q2 		– Sell
-1,396
Closed -$40.8K – 2968
2023
Q1 		$40.8K Buy
1,396
+255
+22% +$7.4K ﹤0.01% 1826
2022
Q4 		$32.4K Buy
+1,141
New +$32.2K ﹤0.01% 1858

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
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
CI
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Belpointe Asset Management's SPBO Position: Q2 2024 in Review

Belpointe Asset Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 12,442 shares — an estimated $362K sold.

Belpointe Asset Management first reported a position in SPBO in Q4 2022 and held it in 4 quarters. The position peaked at $362K in Q1 2024. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Belpointe Asset Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 12,442 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $362K.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $362K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.