CAWM
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Capital A Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Capital A Wealth 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
Q2 		$20K Buy
680
+635
+1,411% +$18.2K 0.22% 142
2025
Q1 		$1.31K Hold
45
– – ﹤0.01% 510
2024
Q4 		$1.29K Buy
+45
New +$1.31K ﹤0.01% 525

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Capital A Wealth Management's SPBO Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1,411% in Q2 2025, buying an estimated $18.2K and bringing the position to 680 shares worth $20K. The position accounts for 0.22% of the portfolio, ranked #142.

Capital A Wealth Management first reported a position in SPBO in Q4 2024 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

  • Capital A Wealth Management held 680 shares of State Street SPDR Portfolio Corporate Bond ETF worth $20K as of Q2 2025.
  • Capital A Wealth Management bought 635 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $18.2K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.22% of Capital A Wealth Management's portfolio in Q2 2025, its #142 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.