Eldridge Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Eldridge Investment 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
2025 Q2	–	Sell	-104,670	Closed	-$3.03M	–	164
2025 Q1	$3.03M	Sell	104,670 -7,676	-7%	-$221K	0.7%	37
2024 Q4	$3.22M	Sell	112,346 -11,538	-9%	-$337K	0.75%	30
2024 Q3	$3.71M	Buy	123,884 +3,429	+3%	+$101K	0.87%	28
2024 Q2	$3.46M	Buy	120,455 +12,815	+12%	+$367K	0.87%	27
2024 Q1	$3.13M	Sell	107,640 -46,213	-30%	-$1.34M	0.8%	29
2023 Q4	$4.53M	Buy	153,853 +88,586	+136%	+$2.48M	1.19%	22
2023 Q3	$1.79M	Buy	+65,267	New	+$1.85M	0.59%	35

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Eldridge Investment Advisors's SPBO Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 104,670 shares — an estimated $3.03M sold.

Eldridge Investment Advisors first reported a position in SPBO in Q3 2023 and held it in 7 quarters. The position peaked at $4.53M in Q4 2023. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 104,670 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $3.03M.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $4.53M in Q4 2023.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.