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

CoreCap 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	$440K	Sell	15,142 -712,103	-98%	-$20.7M	0.01%	584
2026 Q1	$21.1M	Buy	727,245 +717,231	+7,162%	+$21M	0.72%	20
2025 Q4	$294K	Sell	10,014 -1,701	-15%	-$50.2K	0.01%	661
2025 Q3	$347K	Sell	11,715 -853	-7%	-$25K	0.01%	626
2025 Q2	$367K	Sell	12,568 -954,252	-99%	-$27.4M	0.01%	566
2025 Q1	$28.1M	Buy	966,820 +66,583	+7%	+$1.92M	1.24%	14
2024 Q4	$25.8M	Buy	900,237 +680,538	+310%	+$19.9M	1.17%	14
2024 Q3	$6.6M	Buy	219,699 +219,327	+58,959%	+$6.47M	0.31%	63
2024 Q2	$10.7K	Sell	372 -860	-70%	-$24.6K	﹤0.01%	1047
2024 Q1	$35.9K	Buy	+1,232	New	+$35.8K	﹤0.01%	1247
2022 Q4	$18.3K	Buy	+645	New	+$18.2K	﹤0.01%	1336
2022 Q3	–	Sell	-480	Closed	-$14K	–	1848
2022 Q2	$14K	Buy	+480	New	+$14.5K	﹤0.01%	1376
2022 Q1	–	Sell	-397	Closed	-$14K	–	1851
2021 Q4	$14K	Buy	+397	New	+$13.9K	﹤0.01%	1443

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

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

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

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

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

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

CoreCap Advisors's SPBO Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 98% in Q2 2026, selling an estimated $20.7M and leaving 15,142 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #584.

CoreCap Advisors first reported a position in SPBO in Q4 2021 and has held it in 13 quarters since. The position peaked at $28.1M in Q1 2025. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

CoreCap Advisors held 15,142 shares of State Street SPDR Portfolio Corporate Bond ETF worth $440K as of Q2 2026.
CoreCap Advisors sold 712,103 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $20.7M.
State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #584 holding.
CoreCap Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $28.1M in Q1 2025.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.