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

Compass Financial Management’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

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Compass Financial Management's SPBO Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1442 holding.
  • 181 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.