Diversify Wealth Management
SPBO icon

Diversify Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Diversify Wealth Management’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 		$2.56M Buy
+92,082
New +$2.61M 0.04% 366

Other funds holding SPBO

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Summit Financial Wealth Advisors
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
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
David Kennon
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
GAA
Guardian Asset Advisors Mechanicsburg, Pennsylvania $224M AUM 21.22% 1-Year Est. Return

Diversify Wealth Management's SPBO Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2026: 92,082 shares worth $2.56M. The stake represents 0.04% of the portfolio and ranks #366 among its holdings.

36 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • Diversify Wealth Management held 92,082 shares of State Street SPDR Portfolio Corporate Bond ETF worth $2.56M as of Q3 2026.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Diversify Wealth Management position in Q3 2026.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.04% of Diversify Wealth Management's portfolio in Q3 2026, its #366 holding.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.