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Cetera Advisor Networks’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cetera Advisor Networks’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 		$372K Buy
12,782
+4,463
+54% +$130K ﹤0.01% 2127
2023
Q4 		$245K Sell
8,319
-134
-2% -$3.75K ﹤0.01% 2382
2023
Q3 		$233K Buy
+8,453
New +$239K ﹤0.01% 2322

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Cetera Advisor Networks's SPBO Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 54% in Q1 2024, buying an estimated $130K and bringing the position to 12,782 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Cetera Advisor Networks first reported a position in SPBO in Q3 2023 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Cetera Advisor Networks held 12,782 shares of State Street SPDR Portfolio Corporate Bond ETF worth $372K as of Q1 2024.
  • Cetera Advisor Networks bought 4,463 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $130K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2127 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.