Envestnet Asset Management
SPBO icon

Envestnet Asset Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Envestnet Asset 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
Q2 		$3.36M Buy
115,697
+15,780
+16% +$458K ﹤0.01% 2754
2026
Q1 		$2.9M Buy
99,917
+46,511
+87% +$1.36M ﹤0.01% 2733
2025
Q4 		$1.57M Sell
53,406
-15,240
-22% -$450K ﹤0.01% 3009
2025
Q3 		$2.03M Buy
68,646
+1,104
+2% +$32.3K ﹤0.01% 2868
2025
Q2 		$1.97M Buy
67,542
+5,197
+8% +$149K ﹤0.01% 2834
2025
Q1 		$1.81M Buy
62,345
+1,438
+2% +$41.5K ﹤0.01% 2803
2024
Q4 		$1.74M Sell
60,907
-30,474
-33% -$890K ﹤0.01% 2789
2024
Q3 		$2.74M Buy
91,381
+9,808
+12% +$289K ﹤0.01% 2468
2024
Q2 		$2.34M Sell
81,573
-4,993
-6% -$143K ﹤0.01% 2496
2024
Q1 		$2.52M Sell
86,566
-38,123
-31% -$1.11M ﹤0.01% 2434
2023
Q4 		$3.67M Sell
124,689
-71,248
-36% -$2M ﹤0.01% 2097
2023
Q3 		$5.4M Buy
195,937
+125,218
+177% +$3.54M ﹤0.01% 1736
2023
Q2 		$2.04M Buy
70,719
+11,726
+20% +$339K ﹤0.01% 2260
2023
Q1 		$1.73M Buy
58,993
+16,652
+39% +$483K ﹤0.01% 2295
2022
Q4 		$1.2M Buy
42,341
+10,541
+33% +$297K ﹤0.01% 2498
2022
Q3 		$883K Buy
31,800
+3,049
+11% +$90.1K ﹤0.01% 2671
2022
Q2 		$850K Buy
28,751
+1,707
+6% +$51.6K ﹤0.01% 2721
2022
Q1 		$866K Buy
27,044
+1,370
+5% +$45.2K ﹤0.01% 2770
2021
Q4 		$894K Buy
25,674
+7,211
+39% +$252K ﹤0.01% 2697
2021
Q3 		$648K Sell
18,463
-2,037
-10% -$72.5K ﹤0.01% 2810
2021
Q2 		$725K Buy
20,500
+3,079
+18% +$107K ﹤0.01% 2733
2021
Q1 		$600K Buy
17,421
+4,267
+32% +$150K ﹤0.01% 2735
2020
Q4 		$476K Buy
+13,154
New +$470K ﹤0.01% 2682

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Envestnet Asset Management's SPBO Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 16% in Q2 2026, buying an estimated $458K and bringing the position to 115,697 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Envestnet Asset Management first reported a position in SPBO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.4M in Q3 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Envestnet Asset Management held 115,697 shares of State Street SPDR Portfolio Corporate Bond ETF worth $3.36M as of Q2 2026.
  • Envestnet Asset Management bought 15,780 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $458K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2754 holding.
  • Envestnet Asset Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $5.4M in Q3 2023.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.