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COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$348 Buy
+12
New +$348 ﹤0.01% 1442

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AWM
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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPBO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 12 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

140 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 12 shares of State Street SPDR Portfolio Corporate Bond ETF worth $348 as of Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1442 holding.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.