EH
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Equitable Holdings’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Equitable Holdings’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
-7,324
Closed -$203K – 946
2022
Q3 		$203K Sell
7,324
-136
-2% -$4.02K ﹤0.01% 816
2022
Q2 		$221K Buy
7,460
+801
+12% +$24.2K ﹤0.01% 790
2022
Q1 		$213K Sell
6,659
-4,691
-41% -$155K ﹤0.01% 826
2021
Q4 		$395K Buy
+11,350
New +$397K 0.01% 628

Other funds holding SPBO

Squarepoint
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CI
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

Equitable Holdings's SPBO Position: Q4 2022 in Review

Equitable Holdings sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2022, closing a stake of 7,324 shares — an estimated $203K sold.

Equitable Holdings first reported a position in SPBO in Q4 2021 and held it in 4 quarters. The position peaked at $395K in Q4 2021. 81 funds tracked by Wall St. Rank hold SPBO as of Q4 2022.

  • Equitable Holdings reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Equitable Holdings sold 7,324 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2022, an estimated $203K.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Equitable Holdings's State Street SPDR Portfolio Corporate Bond ETF position peaked at $395K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2022.

Based on Equitable Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.