Biltmore Family Office’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Biltmore Family Office’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 Q3	–	Sell	-662	Closed	-$19.3K	–	297
2025 Q2	$19.3K	Hold	662	–	–	﹤0.01%	255
2025 Q1	$19.2K	Hold	662	–	–	﹤0.01%	244
2024 Q4	$19K	Hold	662	–	–	﹤0.01%	244
2024 Q3	$19.9K	Hold	662	–	–	﹤0.01%	245
2024 Q2	$19K	Buy	+662	New	+$18.9K	﹤0.01%	219

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

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

DJSG

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Biltmore Family Office's SPBO Position: Q3 2025 in Review

Biltmore Family Office sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2025, closing a stake of 662 shares — an estimated $19.3K sold.

Biltmore Family Office first reported a position in SPBO in Q2 2024 and held it in 5 quarters. The position peaked at $19.9K in Q3 2024. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

Biltmore Family Office reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Biltmore Family Office sold 662 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2025, an estimated $19.3K.
Biltmore Family Office first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Biltmore Family Office's State Street SPDR Portfolio Corporate Bond ETF position peaked at $19.9K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Biltmore Family Office's 13F filing for Q3 2025, filed 31 Oct 2025.