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 Q3	$1.03M	Buy	37,370 +13,754	+58%	+$390K	0.2%	61
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%	-$3.3K	0.54%	34
2023 Q3	$1.28M	Buy	+46,382	New	+$1.31M	0.6%	33

Other funds holding SPBO

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

GAA

Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return

Detalus Advisors's SPBO Position: Q3 2026 in Review

Detalus Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 58% in Q3 2026, buying an estimated $390K and bringing the position to 37,370 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #61.

Detalus Advisors first reported a position in SPBO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2023. 36 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

Detalus Advisors held 37,370 shares of State Street SPDR Portfolio Corporate Bond ETF worth $1.03M as of Q3 2026.
Detalus Advisors bought 13,754 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $390K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.2% of Detalus Advisors's portfolio in Q3 2026, its #61 holding.
Detalus Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
Detalus Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.36M in Q4 2023.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.