Corient Private Wealth

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 Q1	$951K	Sell	32,772 -32,162	-50%	-$944K	﹤0.01%	1691
2025 Q4	$1.91M	Buy	64,934 +33,112	+104%	+$978K	﹤0.01%	1550
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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return