EverSource Wealth Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

EverSource Wealth 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	$12.4K	Buy	+427	New	+$12.4K	﹤0.01%	2775
2024 Q2	–	Sell	-24	Closed	-$678	–	3138
2024 Q1	$678	Buy	+24	New	+$697	﹤0.01%	2659
2022 Q2	–	Sell	-154	Closed	-$5K	–	1877
2022 Q1	$5K	Buy	+154	New	+$5.08K	﹤0.01%	1290

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

EverSource Wealth Advisors's SPBO Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 427 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #2775 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SPBO as recently as Q1 2024.

EverSource Wealth Advisors first reported a position in SPBO in Q1 2022 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

EverSource Wealth Advisors held 427 shares of State Street SPDR Portfolio Corporate Bond ETF worth $12.4K as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new EverSource Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2775 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2022 and has held it in 3 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.