DA
SPBO icon

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
Q2 		$686K Buy
23,616
+7,581
+47% +$220K 0.13% 78
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
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

Detalus Advisors's SPBO Position: Q2 2026 in Review

Detalus Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 47% in Q2 2026, buying an estimated $220K and bringing the position to 23,616 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #78.

Detalus Advisors first reported a position in SPBO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Detalus Advisors held 23,616 shares of State Street SPDR Portfolio Corporate Bond ETF worth $686K as of Q2 2026.
  • Detalus Advisors bought 7,581 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.13% of Detalus Advisors's portfolio in Q2 2026, its #78 holding.
  • Detalus Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Detalus Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.36M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.