Financial Engines Advisors
SPBO icon

Financial Engines Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Financial Engines 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
2026
Q2 		$17.5M Buy
601,055
+18,994
+3% +$551K 0.03% 86
2026
Q1 		$16.9M Buy
582,061
+15,353
+3% +$450K 0.03% 85
2025
Q4 		$16.6M Buy
566,708
+47,478
+9% +$1.4M 0.03% 84
2025
Q3 		$15.4M Buy
519,230
+36,137
+7% +$1.06M 0.03% 85
2025
Q2 		$14.1M Buy
483,093
+5,833
+1% +$167K 0.03% 88
2025
Q1 		$13.9M Sell
477,260
-44,895
-9% -$1.29M 0.03% 82
2024
Q4 		$15M Sell
522,155
-6,208
-1% -$181K 0.03% 83
2024
Q3 		$15.9M Buy
528,363
+32,273
+7% +$952K 0.03% 71
2024
Q2 		$14.2M Buy
496,090
+18,288
+4% +$523K 0.03% 74
2024
Q1 		$13.9M Sell
477,802
-350,298
-42% -$10.2M 0.03% 68
2023
Q4 		$24.4M Buy
828,100
+599,446
+262% +$16.8M 0.06% 57
2023
Q3 		$6.31M Buy
228,654
+55,845
+32% +$1.58M 0.02% 81
2023
Q2 		$4.99M Buy
172,809
+42,350
+32% +$1.22M 0.01% 88
2023
Q1 		$3.82M Sell
130,459
-415,406
-76% -$12.1M 0.01% 100
2022
Q4 		$15.5M Buy
545,865
+538,637
+7,452% +$15.2M 0.04% 73
2022
Q3 		$200K Buy
+7,228
New +$214K ﹤0.01% 277

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Financial Engines Advisors's SPBO Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.3% in Q2 2026, buying an estimated $551K and bringing the position to 601,055 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #86.

Financial Engines Advisors first reported a position in SPBO in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.4M in Q4 2023. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

  • Financial Engines Advisors held 601,055 shares of State Street SPDR Portfolio Corporate Bond ETF worth $17.5M as of Q2 2026.
  • Financial Engines Advisors bought 18,994 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $551K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.03% of Financial Engines Advisors's portfolio in Q2 2026, its #86 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Financial Engines Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $24.4M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.