EWA
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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
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

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EverSource Wealth Advisors's SPBO Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 24 shares — an estimated $678 sold.

EverSource Wealth Advisors first reported a position in SPBO in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 24 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $678.
  • EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $5K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.