Birmingham Capital Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Birmingham Capital 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
2025 Q4	–	Sell	-27,500	Closed	-$815K	–	92
2025 Q3	$815K	Sell	27,500 -120,000	-81%	-$3.51M	0.37%	51
2025 Q2	$4.31M	Sell	147,500 -40,500	-22%	-$1.16M	1.91%	19
2025 Q1	$5.46M	Hold	188,000	–	–	2.05%	17
2024 Q4	$5.38M	Buy	+188,000	New	+$5.49M	1.99%	18

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $2.78B AUM 23.87% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Birmingham Capital Management's SPBO Position: Q4 2025 in Review

Birmingham Capital Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 27,500 shares — an estimated $815K sold.

Birmingham Capital Management first reported a position in SPBO in Q4 2024 and held it in 4 quarters. The position peaked at $5.46M in Q1 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

Birmingham Capital Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Birmingham Capital Management sold 27,500 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $815K.
Birmingham Capital Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Birmingham Capital Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $5.46M in Q1 2025.
169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Birmingham Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.