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Fairview Capital Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Fairview Capital Investment Management’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
2025
Q4 		– Sell
-7,075
Closed -$210K – 181
2025
Q3 		$210K Sell
7,075
-775
-10% -$22.7K 0.01% 169
2025
Q2 		$229K Sell
7,850
-975
-11% -$28K 0.01% 154
2025
Q1 		$256K Hold
8,825
– – 0.01% 146
2024
Q4 		$253K Buy
+8,825
New +$258K 0.01% 149

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Fairview Capital Investment Management's SPBO Position: Q4 2025 in Review

Fairview Capital Investment Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2025, closing a stake of 7,075 shares — an estimated $210K sold.

Fairview Capital Investment Management first reported a position in SPBO in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q1 2025. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Fairview Capital Investment Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fairview Capital Investment Management sold 7,075 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $210K.
  • Fairview Capital Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • Fairview Capital Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $256K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Fairview Capital Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.