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

Cypress Wealth Services’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
2021 Q3	–	Sell	-7,722	Closed	-$273K	–	261
2021 Q2	$273K	Sell	7,722 -475	-6%	-$16.6K	0.07%	207
2021 Q1	$282K	Buy	8,197 +2,000	+32%	+$70.2K	0.06%	232
2020 Q4	$224K	Buy	+6,197	New	+$222K	0.05%	258
2020 Q3	–	Sell	-6,636	Closed	-$237K	–	465
2020 Q2	$234K	Hold	6,636	–	–	0.06%	229
2020 Q1	$217K	Sell	6,636 -12	-0.2%	-$404	0.06%	218
2019 Q4	$225K	Sell	6,648 -178	-3%	-$6.01K	0.06%	225
2019 Q3	$231K	Hold	6,826	–	–	0.06%	218
2019 Q2	$226K	Sell	6,826 -69	-1%	-$2.22K	0.07%	229
2019 Q1	$221K	Buy	+6,895	New	+$215K	0.07%	227
2018 Q2	–	Sell	-8,382	Closed	-$264K	–	233
2018 Q1	$264K	Sell	8,382 -789	-9%	-$25K	0.11%	150
2017 Q4	$296K	Buy	+9,171	New	+$296K	0.12%	145

Other funds holding SPBO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Cypress Wealth Services's SPBO Position: Q3 2021 in Review

Cypress Wealth Services sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2021, closing a stake of 7,722 shares — an estimated $273K sold.

Cypress Wealth Services first reported a position in SPBO in Q4 2017 and held it in 11 quarters. The position peaked at $296K in Q4 2017. 58 funds tracked by Wall St. Rank hold SPBO as of Q3 2021.

Cypress Wealth Services reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Cypress Wealth Services sold 7,722 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2021, an estimated $273K.
Cypress Wealth Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $296K in Q4 2017.
58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.