Congress Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Congress Wealth 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
2025 Q2	$34.5M	Buy	1,179,900 +39,069	+3%	+$1.12M	0.33%	66
2025 Q1	$33.1M	Sell	1,140,831 -4,341	-0.4%	-$125K	0.4%	55
2024 Q4	$32.8M	Buy	1,145,172 +16,832	+1%	+$492K	0.45%	48
2024 Q3	$33.9M	Sell	1,128,340 -6,001	-0.5%	-$177K	0.45%	52
2024 Q2	$32.6M	Sell	1,134,341 -3,111	-0.3%	-$89K	0.52%	39
2024 Q1	$33.1M	Buy	1,137,452 +15,287	+1%	+$444K	0.57%	36
2023 Q4	$33M	Sell	1,122,165 -24,473	-2%	-$685K	0.61%	33
2023 Q3	$31.6M	Sell	1,146,638 -459,887	-29%	-$13M	0.65%	33
2023 Q2	$46.4M	Sell	1,606,525 -35,105	-2%	-$1.02M	1.08%	17
2023 Q1	$48M	Sell	1,641,630 -605,591	-27%	-$17.6M	1.16%	17
2022 Q4	$63.8M	Buy	2,247,221 +1,113,675	+98%	+$31.4M	1.64%	9
2022 Q3	$31.5M	Buy	1,133,546 +148,349	+15%	+$4.38M	0.85%	21
2022 Q2	$29.1M	Buy	985,197 +929,522	+1,670%	+$28.1M	0.74%	24
2022 Q1	$1.78M	Sell	55,675 -28,076	-34%	-$927K	0.04%	303
2021 Q4	$2.92M	Buy	+83,751	New	+$2.93M	0.06%	277

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return