Corient Private Wealth
SPBO icon

Corient Private Wealth’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Corient Private Wealth’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 		$995K Buy
34,268
+1,496
+5% +$43.4K ﹤0.01% 1823
2026
Q1 		$951K Buy
32,772
+305
+0.9% +$8.95K ﹤0.01% 1691
2025
Q4 		$953K Buy
32,467
+645
+2% +$19.1K ﹤0.01% 1532
2025
Q3 		$943K Hold
31,822
– – ﹤0.01% 1458
2025
Q2 		$930K Hold
31,822
– – ﹤0.01% 1394
2025
Q1 		$924K Hold
31,822
– – ﹤0.01% 1313
2024
Q4 		$911K Buy
31,822
+2,245
+8% +$65.6K ﹤0.01% 1355
2024
Q3 		$888K Hold
29,577
– – ﹤0.01% 1457
2024
Q2 		$849K Sell
29,577
-2
-0% -$57 ﹤0.01% 1389
2024
Q1 		$861K Buy
29,579
+2
+0% +$58 ﹤0.01% 1361
2023
Q4 		$870K Hold
29,577
– – ﹤0.01% 1337
2023
Q3 		$816K Buy
+29,577
New +$837K ﹤0.01% 1266

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Corient Private Wealth's SPBO Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 4.6% in Q2 2026, buying an estimated $43.4K and bringing the position to 34,268 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Corient Private Wealth first reported a position in SPBO in Q3 2023 and has held it in 12 quarters since. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Corient Private Wealth held 34,268 shares of State Street SPDR Portfolio Corporate Bond ETF worth $995K as of Q2 2026.
  • Corient Private Wealth bought 1,496 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $43.4K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1823 holding.
  • Corient Private Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.