CIA
SPBO icon

Concurrent Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Concurrent Investment 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
2026
Q2 		$337K Buy
+11,609
New +$337K ﹤0.01% 1630

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

Concurrent Investment Advisors's SPBO Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 11,609 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

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

  • Concurrent Investment Advisors held 11,609 shares of State Street SPDR Portfolio Corporate Bond ETF worth $337K as of Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1630 holding.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.