Cape Investment Advisory’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cape Investment Advisory’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 Q3	$3.52K	Buy	+128	New	+$3.63K	﹤0.01%	1125

Other funds holding SPBO

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

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Cape Investment Advisory's SPBO Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2026: 128 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #1125 among its holdings.

13 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Cape Investment Advisory held 128 shares of State Street SPDR Portfolio Corporate Bond ETF worth $3.52K as of Q3 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Cape Investment Advisory position in Q3 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1125 holding.
13 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.