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Diversify Advisory Services’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Diversify Advisory Services’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
2025
Q1 		– Sell
-8,672
Closed -$246K – 686
2024
Q4 		$246K Sell
8,672
-10,689
-55% -$312K 0.01% 536
2024
Q3 		$567K Buy
19,361
+543
+3% +$16K 0.03% 357
2024
Q2 		$543K Buy
+18,818
New +$538K 0.03% 365

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Diversify Advisory Services's SPBO Position: Q1 2025 in Review

Diversify Advisory Services sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 8,672 shares — an estimated $246K sold.

Diversify Advisory Services first reported a position in SPBO in Q2 2024 and held it in 3 quarters. The position peaked at $567K in Q3 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • Diversify Advisory Services reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 8,672 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $246K.
  • Diversify Advisory Services first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Advisory Services's State Street SPDR Portfolio Corporate Bond ETF position peaked at $567K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.