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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
2020
Q4 		– Sell
-6,406
Closed -$227K – 478
2020
Q3 		$227K Buy
+6,406
New +$229K 0.06% 231

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Bank of America
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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
WA
Wealthstar Advisors Plano, Texas $213M AUM 27.52% 1-Year Est. Return
Morgan Stanley
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.