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Cornerstone Retirement Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cornerstone Retirement Group’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
2023
Q3 		$279K Hold
10,123
– – 0.08% 26
2023
Q2 		$292K Buy
10,123
+30
+0.3% +$868 0.08% 14
2023
Q1 		$295K Buy
+10,093
New +$293K 0.09% 10

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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 $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cornerstone Retirement Group's SPBO Position: Q3 2023 in Review

Cornerstone Retirement Group held its State Street SPDR Portfolio Corporate Bond ETF (SPBO) position steady in Q3 2023 at 10,123 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #26.

Cornerstone Retirement Group first reported a position in SPBO in Q1 2023 and has held it in 3 quarters since. The position peaked at $295K in Q1 2023. 107 funds tracked by Wall St. Rank hold SPBO as of Q3 2023.

  • Cornerstone Retirement Group held 10,123 shares of State Street SPDR Portfolio Corporate Bond ETF worth $279K as of Q3 2023.
  • Cornerstone Retirement Group left its State Street SPDR Portfolio Corporate Bond ETF share count unchanged in Q3 2023.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.08% of Cornerstone Retirement Group's portfolio in Q3 2023, its #26 holding.
  • Cornerstone Retirement Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $295K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.