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Financial Gravity Asset Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$12.8M Buy
442,070
+16,811
+4% +$493K 2.28% 14
2025
Q4 		$12.5M Buy
425,259
+27,330
+7% +$807K 2.4% 14
2025
Q3 		$11.8M Buy
+397,929
New +$11.6M 2.33% 14
2025
Q1 		$10.2M Buy
+350,334
New +$10.1M 2.22% 14
2024
Q2 		$9.69M Buy
339,971
+45,867
+16% +$1.31M 2.42% 14
2024
Q1 		$8.65M Hold
294,104
– – 2.43% 14
2023
Q4 		$8.65M Buy
+294,104
New +$8.24M 2.43% 14
2021
Q3 		$3.05M Sell
86,973
-54,565
-39% -$1.94M 1.43% 13
2021
Q2 		$5.01M Buy
+141,538
New +$4.93M 1.79% 10
2020
Q4 		$3.09M Buy
+85,192
New +$3.05M 2.83% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Financial Gravity Asset Management's SPBO Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 4% in Q1 2026, buying an estimated $493K and bringing the position to 442,070 shares worth $12.8M. The position accounts for 2.28% of the portfolio, ranked #14.

Financial Gravity Asset Management first reported a position in SPBO in Q4 2020 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Financial Gravity Asset Management held 442,070 shares of State Street SPDR Portfolio Corporate Bond ETF worth $12.8M as of Q1 2026.
  • Financial Gravity Asset Management bought 16,811 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $493K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 2.28% of Financial Gravity Asset Management's portfolio in Q1 2026, its #14 holding.
  • Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.