CI
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CX Institutional’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

CX Institutional’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
Q3 		$38.1M Sell
1,386,153
-709,518
-34% -$20.1M 1.03% 16
2026
Q2 		$60.9M Buy
2,095,671
+42,638
+2% +$1.24M 1.76% 8
2026
Q1 		$59.6M Buy
2,053,033
+41,733
+2% +$1.22M 1.82% 8
2025
Q4 		$59M Buy
2,011,300
+5,851
+0.3% +$173K 1.76% 12
2025
Q3 		$59.4M Buy
2,005,449
+326,927
+19% +$9.57M 1.8% 12
2025
Q2 		$49M Buy
1,678,522
+5,287
+0.3% +$152K 1.71% 15
2025
Q1 		$48.6M Sell
1,673,235
-103,594
-6% -$2.99M 1.83% 12
2024
Q4 		$50.9M Buy
1,776,829
+551,883
+45% +$16.1M 2.02% 8
2024
Q3 		$36.8M Buy
1,224,946
+62,570
+5% +$1.85M 1.63% 8
2024
Q2 		$33.4M Sell
1,162,376
-23,526
-2% -$673K 1.57% 10
2024
Q1 		$34.5M Buy
1,185,902
+137,611
+13% +$4M 1.66% 7
2023
Q4 		$30.8M Sell
1,048,291
-38,874
-4% -$1.09M 1.65% 7
2023
Q3 		$29.9M Buy
1,087,165
+139,426
+15% +$3.95M 1.65% 7
2023
Q2 		$27.4M Sell
947,739
-27,607
-3% -$799K 1.42% 8
2023
Q1 		$28.5M Buy
975,346
+578,628
+146% +$16.8M 1.52% 7
2022
Q4 		$11.3M Buy
396,718
+33,219
+9% +$936K 0.68% 32
2022
Q3 		$10.1M Buy
363,499
+177,650
+96% +$5.25M 0.7% 33
2022
Q2 		$5.5M Sell
185,849
-57,942
-24% -$1.75M 0.41% 54
2022
Q1 		$7.8M Buy
243,791
+108,828
+81% +$3.59M 0.62% 40
2021
Q4 		$4.7M Buy
+134,963
New +$4.72M 0.37% 82

Other funds holding SPBO

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CX Institutional's SPBO Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 34% in Q3 2026, selling an estimated $20.1M and leaving 1,386,153 shares worth $38.1M. The position accounts for 1.03% of the portfolio, ranked #16.

CX Institutional first reported a position in SPBO in Q4 2021 and has held it in 20 quarters since. The position peaked at $60.9M in Q2 2026. 12 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • CX Institutional held 1,386,153 shares of State Street SPDR Portfolio Corporate Bond ETF worth $38.1M as of Q3 2026.
  • CX Institutional sold 709,518 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $20.1M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 1.03% of CX Institutional's portfolio in Q3 2026, its #16 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • CX Institutional's State Street SPDR Portfolio Corporate Bond ETF position peaked at $60.9M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.