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Financial Advocates Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Financial Advocates 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
Q3 		– Sell
-98,885
Closed -$2.89M – 516
2025
Q2 		$2.89M Buy
98,885
+297
+0.3% +$8.52K 0.24% 99
2025
Q1 		$2.86M Buy
98,588
+58,164
+144% +$1.68M 0.2% 120
2024
Q4 		$1.16M Buy
40,424
+2,771
+7% +$81K 0.07% 271
2024
Q3 		$1.13M Buy
37,653
+1,840
+5% +$54.3K 0.06% 285
2024
Q2 		$1.03M Buy
35,813
+42
+0.1% +$1.2K 0.06% 286
2024
Q1 		$1.04M Buy
35,771
+1,254
+4% +$36.4K 0.06% 304
2023
Q4 		$1.02M Buy
34,517
+1,154
+3% +$32.3K 0.07% 286
2023
Q3 		$920K Buy
33,363
+2,497
+8% +$70.7K 0.07% 284
2023
Q2 		$891K Buy
30,866
+2,242
+8% +$64.8K 0.06% 289
2023
Q1 		$837K Buy
28,624
+2,894
+11% +$84K 0.06% 318
2022
Q4 		$730K Buy
+25,730
New +$725K 0.05% 357
2022
Q2 		– Sell
-70,040
Closed -$2.24M – 782
2022
Q1 		$2.24M Sell
70,040
-10,784
-13% -$356K 0.15% 169
2021
Q4 		$2.81M Buy
80,824
+3,659
+5% +$128K 0.18% 134
2021
Q3 		$2.71M Buy
77,165
+6,588
+9% +$234K 0.18% 135
2021
Q2 		$2.5M Sell
70,577
-653
-0.9% -$22.8K 0.17% 148
2021
Q1 		$2.45M Sell
71,230
-442
-0.6% -$15.5K 0.17% 132
2020
Q4 		$2.6M Buy
+71,672
New +$2.56M 0.18% 130

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Financial Advocates Investment Management's SPBO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2025, closing a stake of 98,885 shares — an estimated $2.89M sold.

Financial Advocates Investment Management first reported a position in SPBO in Q4 2020 and held it in 17 quarters. The position peaked at $2.89M in Q2 2025. 171 funds tracked by Wall St. Rank hold SPBO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 98,885 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2025, an estimated $2.89M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.89M in Q2 2025.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.