CCA
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Cobblestone Capital Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$1.81M Hold
61,250
– – 0.09% 97
2025
Q2 		$1.79M Buy
61,250
+5,360
+10% +$154K 0.09% 92
2025
Q1 		$1.62M Sell
55,890
-2,215
-4% -$63.9K 0.09% 95
2024
Q4 		$1.66M Sell
58,105
-3,535
-6% -$103K 0.09% 96
2024
Q3 		$1.85M Buy
61,640
+3,535
+6% +$104K 0.1% 88
2024
Q2 		$1.67M Buy
+58,105
New +$1.66M 0.1% 92

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Cobblestone Capital Advisors's SPBO Position: Q3 2025 in Review

Cobblestone Capital Advisors held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q3 2025 at 61,250 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #97.

Cobblestone Capital Advisors first reported a position in SPBO in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q3 2024. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

  • Cobblestone Capital Advisors held 61,250 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.81M as of Q3 2025.
  • Cobblestone Capital Advisors left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.09% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #97 holding.
  • Cobblestone Capital Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Cobblestone Capital Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.85M in Q3 2024.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.