Elevated Capital Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Elevated Capital 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
2026 Q2	$328K	Sell	11,279 -25,601	-69%	-$743K	0.09%	192
2026 Q1	$1.07M	Sell	36,880 -6,924	-16%	-$203K	0.27%	89
2025 Q4	$1.29M	Sell	43,804 -2,156	-5%	-$63.7K	0.3%	81
2025 Q3	$1.36M	Sell	45,960 -8,327	-15%	-$244K	0.34%	73
2025 Q2	$1.58M	Hold	54,287	–	–	0.44%	50
2025 Q1	$1.58M	Sell	54,287 -7,434	-12%	-$214K	0.44%	50
2024 Q4	$1.77M	Buy	61,721 +32,914	+114%	+$962K	0.48%	45
2024 Q3	$865K	Buy	+28,807	New	+$849K	0.23%	134

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Elevated Capital Advisors's SPBO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 69% in Q2 2026, selling an estimated $743K and leaving 11,279 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #192.

Elevated Capital Advisors first reported a position in SPBO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.77M in Q4 2024. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Elevated Capital Advisors held 11,279 shares of State Street SPDR Portfolio Corporate Bond ETF worth $328K as of Q2 2026.
Elevated Capital Advisors sold 25,601 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $743K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #192 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.77M in Q4 2024.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.