Commonwealth Equity Services
SPBO icon

Commonwealth Equity Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Commonwealth Equity Services’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 		$2.82M Buy
96,975
+13,175
+16% +$382K ﹤0.01% 1825
2026
Q1 		$2.43M Buy
83,800
+7,945
+10% +$233K ﹤0.01% 1841
2025
Q4 		$2.23M Buy
75,855
+5,168
+7% +$153K ﹤0.01% 1880
2025
Q3 		$2.09M Buy
70,687
+9,759
+16% +$286K ﹤0.01% 1959
2025
Q2 		$1.78M Buy
60,928
+8,939
+17% +$256K ﹤0.01% 2073
2025
Q1 		$1.51M Buy
51,989
+1,098
+2% +$31.7K ﹤0.01% 2139
2024
Q4 		$1.46M Buy
50,891
+6,183
+14% +$181K ﹤0.01% 2108
2024
Q3 		$1.34M Sell
44,708
-1,554
-3% -$45.8K ﹤0.01% 2100
2024
Q2 		$1.33M Sell
46,262
-84,625
-65% -$2.42M ﹤0.01% 2073
2024
Q1 		$3.81M Buy
130,887
+93,662
+252% +$2.72M 0.01% 1349
2023
Q4 		$1.09M Sell
37,225
-3,845
-9% -$108K ﹤0.01% 2110
2023
Q3 		$1.13M Sell
41,070
-1,389
-3% -$39.3K ﹤0.01% 1995
2023
Q2 		$1.23M Buy
42,459
+19,111
+82% +$553K ﹤0.01% 1951
2023
Q1 		$682K Buy
23,348
+10,881
+87% +$316K ﹤0.01% 2301
2022
Q4 		$353K Buy
+12,467
New +$351K ﹤0.01% 2749

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services's SPBO Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 16% in Q2 2026, buying an estimated $382K and bringing the position to 96,975 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Commonwealth Equity Services first reported a position in SPBO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Commonwealth Equity Services held 96,975 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.82M as of Q2 2026.
  • Commonwealth Equity Services bought 13,175 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $382K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1825 holding.
  • Commonwealth Equity Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.81M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.