Creative Planning
SPBO icon

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

Creative Planning’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 		$850K Buy
29,272
+10,820
+59% +$314K ﹤0.01% 2782
2026
Q1 		$536K Buy
18,452
+4,131
+29% +$121K ﹤0.01% 2985
2025
Q4 		$420K Sell
14,321
-2,624
-15% -$77.5K ﹤0.01% 2987
2025
Q3 		$502K Buy
16,945
+233
+1% +$6.82K ﹤0.01% 2720
2025
Q2 		$488K Buy
16,712
+6,498
+64% +$186K ﹤0.01% 2492
2025
Q1 		$297K Buy
10,214
+167
+2% +$4.82K ﹤0.01% 2767
2024
Q4 		$288K Buy
10,047
+1,183
+13% +$34.6K ﹤0.01% 2702
2024
Q3 		$266K Sell
8,864
-1,594
-15% -$47K ﹤0.01% 2618
2024
Q2 		$300K Buy
10,458
+1,764
+20% +$50.5K ﹤0.01% 2351
2024
Q1 		$253K Sell
8,694
-89
-1% -$2.58K ﹤0.01% 2393
2023
Q4 		$258K Buy
8,783
+741
+9% +$20.8K ﹤0.01% 2203
2023
Q3 		$222K Buy
+8,042
New +$228K ﹤0.01% 2167
2023
Q1 		– Sell
-8,737
Closed -$248K – 2770
2022
Q4 		$248K Buy
+8,737
New +$246K ﹤0.01% 1862
2017
Q3 		– Sell
-300
Closed -$10K – 3454
2017
Q2 		$10K Hold
300
– – ﹤0.01% 3634
2017
Q1 		$10K Sell
300
-550
-65% -$17.5K ﹤0.01% 3603
2016
Q4 		$27K Hold
850
– – ﹤0.01% 2870
2016
Q3 		$28K Buy
+850
New +$28K ﹤0.01% 2801

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Creative Planning's SPBO Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 59% in Q2 2026, buying an estimated $314K and bringing the position to 29,272 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Creative Planning first reported a position in SPBO in Q3 2016 and has held it in 17 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Creative Planning held 29,272 shares of State Street SPDR Portfolio Corporate Bond ETF worth $850K as of Q2 2026.
  • Creative Planning bought 10,820 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $314K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2782 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2016 and has held it in 17 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.