Creative Financial Designs’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Creative Financial Designs’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	$40.2K	Buy	1,385 +4	+0.3%	+$116	﹤0.01%	1082
2026 Q1	$40.1K	Sell	1,381 -93	-6%	-$2.73K	﹤0.01%	970
2025 Q4	$43.2K	Buy	1,474 +7	+0.5%	+$207	﹤0.01%	913
2025 Q3	$43.5K	Sell	1,467 -1,467	-50%	-$42.9K	﹤0.01%	900
2025 Q2	$85.7K	Buy	2,934 +432	+17%	+$12.4K	0.01%	705
2025 Q1	$72.6K	Buy	2,502 +389	+18%	+$11.2K	0.01%	710
2024 Q4	$60.5K	Buy	2,113 +1,101	+109%	+$32.2K	﹤0.01%	727
2024 Q3	$30.4K	Buy	1,012 +875	+639%	+$25.8K	﹤0.01%	927
2024 Q2	$3.93K	Hold	137	–	–	﹤0.01%	1375
2024 Q1	$3.99K	Buy	+137	New	+$3.98K	﹤0.01%	1364
2023 Q4	–	Sell	-1,243	Closed	-$34.3K	–	1644
2023 Q3	$34.3K	Buy	+1,243	New	+$35.2K	﹤0.01%	725

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Creative Financial Designs's SPBO Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.29% in Q2 2026, buying an estimated $116 and bringing the position to 1,385 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Creative Financial Designs first reported a position in SPBO in Q3 2023 and has held it in 11 quarters since. The position peaked at $85.7K in Q2 2025. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Creative Financial Designs held 1,385 shares of State Street SPDR Portfolio Corporate Bond ETF worth $40.2K as of Q2 2026.
Creative Financial Designs bought 4 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $116.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1082 holding.
Creative Financial Designs first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Creative Financial Designs's State Street SPDR Portfolio Corporate Bond ETF position peaked at $85.7K in Q2 2025.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.