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DFPG Investments’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

DFPG Investments’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
2023
Q4 		$414K Buy
14,160
+2,860
+25% +$80.1K 0.03% 451
2023
Q3 		$310K Buy
+11,300
New +$320K 0.03% 468

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DFPG Investments's SPBO Position: Q4 2023 in Review

DFPG Investments increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 25% in Q4 2023, buying an estimated $80.1K and bringing the position to 14,160 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #451.

DFPG Investments first reported a position in SPBO in Q3 2023 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold SPBO as of Q4 2023.

  • DFPG Investments held 14,160 shares of State Street SPDR Portfolio Corporate Bond ETF worth $414K as of Q4 2023.
  • DFPG Investments bought 2,860 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2023, an estimated $80.1K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #451 holding.
  • DFPG Investments first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.