Envestnet Portfolio Solutions
SPBO icon

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

Envestnet Portfolio Solutions’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
Q1 		– Sell
-36,704
Closed -$1.08M – 1490
2025
Q4 		$1.08M Buy
+36,704
New +$1.08M ﹤0.01% 730

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Envestnet Portfolio Solutions's SPBO Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2026, closing a stake of 36,704 shares — an estimated $1.08M sold.

Envestnet Portfolio Solutions first reported a position in SPBO in Q4 2025 and held it in 1 quarter. The position peaked at $1.08M in Q4 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 36,704 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $1.08M.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.08M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.