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Financial Counselors Inc’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Financial Counselors Inc’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
Q1 		– Sell
-7,336
Closed -$210K – 597
2024
Q4 		$210K Sell
7,336
-105
-1% -$3.07K ﹤0.01% 562
2024
Q3 		$223K Buy
+7,441
New +$219K ﹤0.01% 551

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NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Financial Counselors Inc's SPBO Position: Q1 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 7,336 shares — an estimated $210K sold.

Financial Counselors Inc first reported a position in SPBO in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,336 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $210K.
  • Financial Counselors Inc first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Financial Counselors Inc's State Street SPDR Portfolio Corporate Bond ETF position peaked at $223K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Financial Counselors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.