EverSource Wealth Advisors’s State Street SPDR Portfolio Corporate Bond Index 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 Q3	–	Sell	-427	Closed	-$12.4K	–	4657
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

EverSource Wealth Advisors's SPBO Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond Index ETF (SPBO) in Q3 2026, closing a stake of 427 shares — an estimated $12.4K sold.

EverSource Wealth Advisors first reported a position in SPBO in Q1 2022 and held it in 3 quarters. The position peaked at $12.4K in Q2 2026. 91 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

EverSource Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond Index ETF position as of Q3 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 427 State Street SPDR Portfolio Corporate Bond Index ETF shares in Q3 2026, an estimated $12.4K.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond Index ETF in Q1 2022 and held it in 3 quarters.
EverSource Wealth Advisors's State Street SPDR Portfolio Corporate Bond Index ETF position peaked at $12.4K in Q2 2026.
91 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond Index ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.