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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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Creative Financial Designs's SPBO Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.3% in Q1 2026, selling an estimated $2.73K and leaving 1,381 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Creative Financial Designs first reported a position in SPBO in Q3 2023 and has held it in 10 quarters since. The position peaked at $85.7K in Q2 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Creative Financial Designs held 1,381 shares of State Street SPDR Portfolio Corporate Bond ETF worth $40.1K as of Q1 2026.
  • Creative Financial Designs sold 93 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $2.73K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #970 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio Corporate Bond ETF position peaked at $85.7K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.