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 $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ETC

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Congress Wealth Management's SPBO Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.4% in Q2 2025, buying an estimated $1.12M and bringing the position to 1,179,900 shares worth $34.5M. The position accounts for 0.33% of the portfolio, ranked #66.

Congress Wealth Management first reported a position in SPBO in Q4 2021 and has held it in 15 quarters since. The position peaked at $63.8M in Q4 2022. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Congress Wealth Management held 1,179,900 shares of State Street SPDR Portfolio Corporate Bond ETF worth $34.5M as of Q2 2025.
Congress Wealth Management bought 39,069 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $1.12M.
State Street SPDR Portfolio Corporate Bond ETF made up 0.33% of Congress Wealth Management's portfolio in Q2 2025, its #66 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $63.8M in Q4 2022.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.