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Carmichael Hill & Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$105K Hold
3,498
– – 0.04% 256
2024
Q2 		$100K Buy
3,498
+216
+7% +$6.18K 0.04% 245
2024
Q1 		$95.5K Buy
+3,282
New +$95.3K 0.04% 256

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Carmichael Hill & Associates's SPBO Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q3 2024 at 3,498 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #256.

Carmichael Hill & Associates first reported a position in SPBO in Q1 2024 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

  • Carmichael Hill & Associates held 3,498 shares of State Street SPDR Portfolio Corporate Bond ETF worth $105K as of Q3 2024.
  • Carmichael Hill & Associates left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #256 holding.
  • Carmichael Hill & Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.