FAS Wealth Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

FAS Wealth Partners’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 Q1	$7.46K	Buy	257 +2	+0.8%	+$59	﹤0.01%	470
2025 Q4	$7.48K	Buy	255 +4	+2%	+$118	﹤0.01%	467
2025 Q3	$7.43K	Buy	251 +4	+2%	+$117	﹤0.01%	435
2025 Q2	$7.23K	Buy	247 +3	+1%	+$86	﹤0.01%	426
2025 Q1	$7.09K	Buy	244 +2	+0.8%	+$58	﹤0.01%	397
2024 Q4	$6.94K	Buy	242 +4	+2%	+$117	﹤0.01%	402
2024 Q3	$7.15K	Buy	238 +3	+1%	+$88	﹤0.01%	412
2024 Q2	$6.74K	Buy	235 +3	+1%	+$86	﹤0.01%	407
2024 Q1	$6.75K	Buy	232 +2	+0.9%	+$58	﹤0.01%	415
2023 Q4	$6.76K	Buy	230 +4	+2%	+$112	﹤0.01%	404
2023 Q3	$6.23K	Buy	226 +3	+1%	+$85	﹤0.01%	395
2023 Q2	$6.45K	Buy	223 +2	+0.9%	+$58	﹤0.01%	374
2023 Q1	$6.46K	Buy	221 +2	+0.9%	+$58	﹤0.01%	395
2022 Q4	$6.21K	Buy	219 +3	+1%	+$85	﹤0.01%	390
2022 Q3	$6K	Buy	216 +2	+0.9%	+$59	﹤0.01%	376
2022 Q2	$6K	Buy	214 +1	+0.5%	+$30	﹤0.01%	382
2022 Q1	$7K	Buy	213 +1	+0.5%	+$33	﹤0.01%	374
2021 Q4	$7K	Sell	212 -9	-4%	-$315	﹤0.01%	387
2021 Q3	$8K	Buy	221 +2	+0.9%	+$71	﹤0.01%	382
2021 Q2	$8K	Buy	219 +1	+0.5%	+$35	﹤0.01%	361
2021 Q1	$8K	Buy	218 +1	+0.5%	+$35	﹤0.01%	336
2020 Q4	$8K	Sell	217 -4,887	-96%	-$175K	﹤0.01%	326
2020 Q3	$181K	Buy	5,104 +33	+0.7%	+$1.18K	0.02%	231
2020 Q2	$179K	Sell	5,071 -1,146	-18%	-$39.2K	0.03%	221
2020 Q1	$203K	Sell	6,217 -921	-13%	-$31K	0.04%	205
2019 Q4	$241K	Sell	7,138 -750	-10%	-$25.3K	0.04%	181
2019 Q3	$267K	Sell	7,888 -381	-5%	-$12.8K	0.05%	174
2019 Q2	$274K	Sell	8,269 -5,283	-39%	-$170K	0.05%	173
2019 Q1	$434K	Sell	13,552 -13,895	-51%	-$433K	0.08%	140
2018 Q4	$839K	Sell	27,447 -5,092	-16%	-$155K	0.19%	86
2018 Q3	$1M	Sell	32,539 -4,081	-11%	-$126K	0.23%	66
2018 Q2	$1.13M	Sell	36,620 -13,024	-26%	-$404K	0.3%	60
2018 Q1	$1.56M	Buy	49,644 +7,467	+18%	+$237K	0.45%	50
2017 Q4	$1.36M	Buy	42,177 +3,557	+9%	+$115K	0.36%	54
2017 Q3	$1.25M	Buy	38,620 +1,858	+5%	+$60.2K	0.35%	54
2017 Q2	$1.19M	Buy	36,762 +818	+2%	+$26.3K	0.35%	51
2017 Q1	$1.15M	Sell	35,944 -34,126	-49%	-$1.08M	0.35%	51
2016 Q4	$2.21M	Buy	70,070 +3,053	+5%	+$97.7K	0.66%	23
2016 Q3	$2.21M	Buy	67,017 +28,073	+72%	+$924K	0.72%	22
2016 Q2	$1.27M	Buy	+38,944	New	+$1.25M	0.47%	28

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

FAS Wealth Partners's SPBO Position: Q1 2026 in Review

FAS Wealth Partners increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 0.78% in Q1 2026, buying an estimated $59 and bringing the position to 257 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

FAS Wealth Partners first reported a position in SPBO in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.21M in Q4 2016. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

FAS Wealth Partners held 257 shares of State Street SPDR Portfolio Corporate Bond ETF worth $7.46K as of Q1 2026.
FAS Wealth Partners bought 2 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $59.
State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #470 holding.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2016 and has held it in 40 quarters since.
FAS Wealth Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.21M in Q4 2016.
173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.