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Collier Financial’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Collier Financial’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
Q1 		$49.2K Buy
1,696
+1
+0.1% +$29 0.04% 69
2025
Q4 		$49.8K Sell
1,695
-235
-12% -$6.94K 0.04% 73
2025
Q3 		$57.2K Buy
+1,930
New +$56.5K 0.04% 72
2025
Q1 		$63.2K Sell
2,177
-100
-4% -$2.88K 0.05% 68
2024
Q4 		$65.2K Buy
+2,277
New +$66.5K 0.06% 62

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Collier Financial's SPBO Position: Q1 2026 in Review

Collier Financial increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.06% in Q1 2026, buying an estimated $29 and bringing the position to 1,696 shares worth $49.2K. The position accounts for 0.04% of the portfolio, ranked #69.

Collier Financial first reported a position in SPBO in Q4 2024 and has held it in 5 quarters since. The position peaked at $65.2K in Q4 2024. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Collier Financial held 1,696 shares of State Street SPDR Portfolio Corporate Bond ETF worth $49.2K as of Q1 2026.
  • Collier Financial bought 1 State Street SPDR Portfolio Corporate Bond ETF share in Q1 2026, an estimated $29.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Collier Financial's portfolio in Q1 2026, its #69 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $65.2K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.