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
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

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LPL Financial San Diego, California $376B 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
AssetMark Inc
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
CI
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
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