CI
SPBO icon

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
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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return