Cypress Wealth Services
SPBO icon

Cypress Wealth Services’s State Street SPDR Portfolio Corporate Bond Index 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

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stadion Money Management
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Good Life Advisors
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Financial Advocates Investment Management
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 Index 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 Index ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 7,722 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2021, an estimated $273K.
  • Cypress Wealth Services first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q4 2017 and held it in 11 quarters.
  • Cypress Wealth Services's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $296K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2021.

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