Cornerstone Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Cornerstone Wealth Management’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 Q2	–	Sell	-7,659	Closed	-$224K	–	523
2023 Q1	$224K	Buy	+7,659	New	+$222K	0.02%	426
2022 Q3	$207K	Sell	7,449 -7,820	-51%	-$231K	0.02%	417
2022 Q2	$451K	Buy	15,269 +7,154	+88%	+$216K	0.05%	282
2022 Q1	$260K	Buy	8,115 +751	+10%	+$24.8K	0.03%	397
2021 Q4	$255K	Buy	+7,364	New	+$258K	0.02%	433

Other funds holding SPBO

DJSG

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

AWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cornerstone Wealth Management's SPBO Position: Q2 2023 in Review

Cornerstone Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2023, closing a stake of 7,659 shares — an estimated $224K sold.

Cornerstone Wealth Management first reported a position in SPBO in Q4 2021 and held it in 5 quarters. The position peaked at $451K in Q2 2022. 97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

Cornerstone Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 7,659 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2023, an estimated $224K.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Cornerstone Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $451K in Q2 2022.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Cornerstone Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.