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Concourse Financial Group Securities’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Concourse Financial Group Securities’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
2024
Q1 		– Sell
-428
Closed -$12.4K – 2358
2023
Q4 		$12.6K Sell
428
-15
-3% -$420 ﹤0.01% 1623
2023
Q3 		$12.2K Buy
+443
New +$12.5K ﹤0.01% 1583

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Concourse Financial Group Securities's SPBO Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 428 shares — an estimated $12.4K sold.

Concourse Financial Group Securities first reported a position in SPBO in Q3 2023 and held it in 2 quarters. The position peaked at $12.6K in Q4 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 428 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $12.4K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Concourse Financial Group Securities's State Street SPDR Portfolio Corporate Bond ETF position peaked at $12.6K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.