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Capital Analysts LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-2,349
Closed -$69K – 1590
2025
Q4 		$69K Sell
2,349
-130
-5% -$3.84K ﹤0.01% 852
2025
Q3 		$73K Buy
2,479
+162
+7% +$4.74K ﹤0.01% 806
2025
Q2 		$68K Sell
2,317
-313
-12% -$8.98K ﹤0.01% 755
2025
Q1 		$76K Hold
2,630
– – ﹤0.01% 706
2024
Q4 		$75K Buy
2,630
+489
+23% +$14.3K ﹤0.01% 676
2024
Q3 		$64K Buy
2,141
+1,333
+165% +$39.3K ﹤0.01% 673
2024
Q2 		$23K Buy
+808
New +$23.1K ﹤0.01% 836
2024
Q1 		– Sell
-194
Closed -$6K – 1143
2023
Q4 		$6K Buy
+194
New +$5.43K ﹤0.01% 949

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Capital Analysts LLC's SPBO Position: Q1 2026 in Review

Capital Analysts LLC sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 2,349 shares — an estimated $69K sold.

Capital Analysts LLC first reported a position in SPBO in Q4 2023 and held it in 8 quarters. The position peaked at $76K in Q1 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Capital Analysts LLC reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 2,349 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $69K.
  • Capital Analysts LLC first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Capital Analysts LLC's State Street SPDR Portfolio Corporate Bond ETF position peaked at $76K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.