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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
Q3 		$1.41M Sell
51,304
-903
-2% -$25.6K 0.47% 29
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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
GAA
Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return

David Kennon's SPBO Position: Q3 2026 in Review

David Kennon reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 1.7% in Q3 2026, selling an estimated $25.6K and leaving 51,304 shares worth $1.41M. The position accounts for 0.47% of the portfolio, ranked #29.

David Kennon first reported a position in SPBO in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.98M in Q4 2022. 36 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • David Kennon held 51,304 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.41M as of Q3 2026.
  • David Kennon sold 903 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $25.6K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.47% of David Kennon's portfolio in Q3 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 17 quarters since.
  • David Kennon's State Street SPDR Portfolio Corporate Bond ETF position peaked at $7.98M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.