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David Kennon’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

David Kennon’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 		$1.52M Sell
52,207
-3,739
-7% -$108K 0.5% 29
2026
Q1 		$1.62M Sell
55,946
-359
-0.6% -$10.5K 0.58% 25
2025
Q4 		$1.65M Sell
56,305
-798
-1% -$23.6K 0.59% 26
2025
Q3 		$1.69M Sell
57,103
-1,364
-2% -$39.9K 0.61% 24
2025
Q2 		$1.71M Sell
58,467
-927
-2% -$26.6K 0.64% 24
2025
Q1 		$1.72M Sell
59,394
-746
-1% -$21.5K 0.69% 25
2024
Q4 		$1.72M Sell
60,140
-353
-0.6% -$10.3K 0.68% 25
2024
Q3 		$1.82M Sell
60,493
-732
-1% -$21.6K 0.72% 25
2024
Q2 		$1.76M Sell
61,225
-1,789
-3% -$51.2K 0.74% 24
2024
Q1 		$1.83M Sell
63,014
-3,183
-5% -$92.4K 0.78% 23
2023
Q4 		$1.95M Sell
66,197
-2,680
-4% -$75.1K 0.87% 22
2023
Q3 		$1.9M Sell
68,877
-499
-0.7% -$14.1K 0.91% 21
2023
Q2 		$2M Sell
69,376
-4,991
-7% -$144K 0.93% 21
2023
Q1 		$2.18M Sell
74,367
-206,944
-74% -$6.01M 1.06% 21
2022
Q4 		$7.98M Buy
281,311
+3,975
+1% +$112K 4.16% 9
2022
Q3 		$7.7M Buy
+277,336
New +$8.19M 4.24% 9

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

David Kennon's SPBO Position: Q2 2026 in Review

David Kennon reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.7% in Q2 2026, selling an estimated $108K and leaving 52,207 shares worth $1.52M. The position accounts for 0.5% of the portfolio, ranked #29.

David Kennon first reported a position in SPBO in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.98M in Q4 2022. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • David Kennon held 52,207 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.52M as of Q2 2026.
  • David Kennon sold 3,739 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $108K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.5% of David Kennon's portfolio in Q2 2026, its #29 holding.
  • David Kennon first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • David Kennon's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.98M in Q4 2022.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.