CWM
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Centurion Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Centurion 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
2024
Q1 		– Sell
-10,168
Closed -$299K – 196
2023
Q4 		$299K Buy
+10,168
New +$285K 0.13% 117

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AWM
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GKWIM
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PA
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Centurion Wealth Management's SPBO Position: Q1 2024 in Review

Centurion Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 10,168 shares — an estimated $299K sold.

Centurion Wealth Management first reported a position in SPBO in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Centurion Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Centurion Wealth Management sold 10,168 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $299K.
  • Centurion Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Centurion Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $299K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Centurion Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.