CF
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Convergence Financial’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Convergence Financial’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
Q2 		– Sell
-13,997
Closed -$407K – 149
2024
Q1 		$407K Buy
+13,997
New +$406K 0.17% 35

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DJSG
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NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Convergence Financial's SPBO Position: Q2 2024 in Review

Convergence Financial sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 13,997 shares — an estimated $407K sold.

Convergence Financial first reported a position in SPBO in Q1 2024 and held it in 1 quarter. The position peaked at $407K in Q1 2024. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Convergence Financial reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Convergence Financial sold 13,997 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $407K.
  • Convergence Financial first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Convergence Financial's State Street SPDR Portfolio Corporate Bond ETF position peaked at $407K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Convergence Financial's 13F filing for Q2 2024, filed 23 Oct 2024.