CA
SPBO icon

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
Q3 		$334K Sell
12,159
-2,983
-20% -$84.6K 0.01% 679
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CoreCap Advisors's SPBO Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 20% in Q3 2026, selling an estimated $84.6K and leaving 12,159 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #679.

CoreCap Advisors first reported a position in SPBO in Q4 2021 and has held it in 14 quarters since. The position peaked at $28.1M in Q1 2025. 7 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • CoreCap Advisors held 12,159 shares of State Street SPDR Portfolio Corporate Bond ETF worth $334K as of Q3 2026.
  • CoreCap Advisors sold 2,983 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $84.6K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #679 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $28.1M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.