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Caldwell Trust’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Caldwell Trust’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 		$270K Hold
9,303
– – 0.02% 298
2026
Q1 		$270K Hold
9,303
– – 0.02% 295
2025
Q4 		$273K Hold
9,303
– – 0.02% 289
2025
Q3 		$276K Hold
9,303
– – 0.03% 282
2025
Q2 		$272K Hold
9,303
– – 0.03% 279
2025
Q1 		$270K Hold
9,303
– – 0.03% 284
2024
Q4 		$266K Buy
+9,303
New +$272K 0.03% 287

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Caldwell Trust's SPBO Position: Q2 2026 in Review

Caldwell Trust held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q2 2026 at 9,303 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #298.

Caldwell Trust first reported a position in SPBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q3 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Caldwell Trust held 9,303 shares of State Street SPDR Portfolio Corporate Bond ETF worth $270K as of Q2 2026.
  • Caldwell Trust left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #298 holding.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Caldwell Trust's State Street SPDR Portfolio Corporate Bond ETF position peaked at $276K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.