Detalus Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Detalus Advisors’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 Q1	$465K	Sell	16,035 -1,530	-9%	-$44.9K	0.11%	106
2025 Q4	$515K	Buy	17,565 +3,093	+21%	+$91.4K	0.13%	89
2025 Q3	$429K	Buy	14,472 +1,313	+10%	+$38.4K	0.11%	113
2025 Q2	$385K	Sell	13,159 -1,123	-8%	-$32.2K	0.11%	114
2025 Q1	$415K	Buy	14,282 +856	+6%	+$24.7K	0.13%	94
2024 Q4	$385K	Buy	13,426 +4,631	+53%	+$135K	0.13%	94
2024 Q3	$264K	Buy	8,795 +494	+6%	+$14.6K	0.09%	131
2024 Q2	$238K	Sell	8,301 -855	-9%	-$24.5K	0.08%	126
2024 Q1	$267K	Sell	9,156 -37,108	-80%	-$1.08M	0.1%	122
2023 Q4	$1.36M	Sell	46,264 -118	-0.3%	-$3.31K	0.54%	34
2023 Q3	$1.28M	Buy	+46,382	New	+$1.31M	0.6%	33

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Detalus Advisors's SPBO Position: Q1 2026 in Review

Detalus Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 8.7% in Q1 2026, selling an estimated $44.9K and leaving 16,035 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #106.

Detalus Advisors first reported a position in SPBO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2023. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

Detalus Advisors held 16,035 shares of State Street SPDR Portfolio Corporate Bond ETF worth $465K as of Q1 2026.
Detalus Advisors sold 1,530 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $44.9K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.11% of Detalus Advisors's portfolio in Q1 2026, its #106 holding.
Detalus Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Detalus Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.36M in Q4 2023.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.