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SPBO icon

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

CreativeOne Wealth’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 		$834K Sell
28,704
-601
-2% -$17.4K 0.02% 640
2026
Q1 		$851K Buy
29,305
+1,677
+6% +$49.2K 0.02% 637
2025
Q4 		$811K Buy
27,628
+510
+2% +$15.1K 0.02% 631
2025
Q3 		$804K Buy
27,118
+353
+1% +$10.3K 0.02% 627
2025
Q2 		$782K Sell
26,765
-8,156
-23% -$234K 0.02% 608
2025
Q1 		$1.01M Sell
34,921
-4,279
-11% -$123K 0.03% 477
2024
Q4 		$1.12M Sell
39,200
-5,535
-12% -$162K 0.03% 431
2024
Q3 		$1.34M Sell
44,735
-35,926
-45% -$1.06M 0.05% 352
2024
Q2 		$2.31M Sell
80,661
-33,762
-30% -$966K 0.12% 178
2024
Q1 		$3.33M Buy
114,423
+73,782
+182% +$2.14M 0.13% 144
2023
Q4 		$1.2M Buy
40,641
+4,428
+12% +$124K 0.08% 225
2023
Q3 		$998K Sell
36,213
-77,889
-68% -$2.2M 0.07% 239
2023
Q2 		$3.29M Buy
114,102
+711
+0.6% +$20.6K 0.15% 112
2023
Q1 		$3.32M Buy
+113,391
New +$3.29M 0.16% 107
2022
Q4 		– Sell
-8,852
Closed -$246K – 775
2022
Q3 		$246K Sell
8,852
-288
-3% -$8.51K 0.01% 613
2022
Q2 		$270K Sell
9,140
-8,089
-47% -$245K 0.01% 590
2022
Q1 		$551K Sell
17,229
-6,902
-29% -$228K 0.03% 403
2021
Q4 		$840K Sell
24,131
-2,804
-10% -$98.2K 0.04% 326
2021
Q3 		$946K Sell
26,935
-4,351
-14% -$155K 0.06% 273
2021
Q2 		$1.11M Buy
31,286
+5,979
+24% +$208K 0.07% 235
2021
Q1 		$871K Buy
25,307
+6,108
+32% +$215K 0.07% 227
2020
Q4 		$695K Buy
19,199
+9,314
+94% +$333K 0.06% 238
2020
Q3 		$350K Buy
9,885
+3,902
+65% +$140K 0.05% 193
2020
Q2 		$211K Buy
+5,983
New +$204K 0.03% 232

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

CreativeOne Wealth's SPBO Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 2.1% in Q2 2026, selling an estimated $17.4K and leaving 28,704 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #640.

CreativeOne Wealth first reported a position in SPBO in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.33M in Q1 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • CreativeOne Wealth held 28,704 shares of State Street SPDR Portfolio Corporate Bond ETF worth $834K as of Q2 2026.
  • CreativeOne Wealth sold 601 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $17.4K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #640 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.33M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.