BFSG LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

BFSG LLC’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	$19.6K	Buy	+675	New	+$19.6K	﹤0.01%	506

Other funds holding SPBO

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

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

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

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

BFSG LLC's SPBO Position: Q2 2026 in Review

BFSG LLC opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 675 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings.

31 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

BFSG LLC held 675 shares of State Street SPDR Portfolio Corporate Bond ETF worth $19.6K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new BFSG LLC position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #506 holding.
31 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.