Eclectic Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Eclectic Associates’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
2022 Q4	–	Sell	-9,296	Closed	-$258K	–	81
2022 Q3	$258K	Sell	9,296 -28,221	-75%	-$834K	0.17%	56
2022 Q2	$1.11M	Sell	37,517 -14,038	-27%	-$424K	0.75%	29
2022 Q1	$1.65M	Sell	51,555 -8,648	-14%	-$286K	1.05%	22
2021 Q4	$2.1M	Buy	60,203 +8,648	+17%	+$303K	1.34%	14
2021 Q3	$1.81M	Sell	51,555 -1,742	-3%	-$62K	1.32%	14
2021 Q2	$1.89M	Hold	53,297	–	–	1.42%	13
2021 Q1	$1.83M	Sell	53,297 -7,271	-12%	-$255K	1.52%	12
2020 Q4	$2.19M	Buy	+60,568	New	+$2.17M	2.08%	10

Other funds holding SPBO

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Eclectic Associates's SPBO Position: Q4 2022 in Review

Eclectic Associates sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2022, closing a stake of 9,296 shares — an estimated $258K sold.

Eclectic Associates first reported a position in SPBO in Q4 2020 and held it in 8 quarters. The position peaked at $2.19M in Q4 2020. 81 funds tracked by Wall St. Rank hold SPBO as of Q4 2022.

Eclectic Associates reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Eclectic Associates sold 9,296 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2022, an estimated $258K.
Eclectic Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Eclectic Associates's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.19M in Q4 2020.
81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2022.

Based on Eclectic Associates's 13F filing for Q4 2022, filed 20 Jan 2023.