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

Financial Gravity Companies’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	$13.1M	Buy	+450,676	New	+$13.1M	2.12%	14
2025 Q2	$11M	Buy	+374,959	New	+$10.8M	2.15%	14
2024 Q4	$9.35M	Buy	326,430 +10,239	+3%	+$299K	2.14%	14
2024 Q3	$9.5M	Buy	+316,191	New	+$9.32M	2.54%	15

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Financial Gravity Companies's SPBO Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2026: 450,676 shares worth $13.1M. The stake represents 2.12% of the portfolio and ranks #14 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPBO as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPBO in Q3 2024 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Financial Gravity Companies held 450,676 shares of State Street SPDR Portfolio Corporate Bond ETF worth $13.1M as of Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio Corporate Bond ETF made up 2.12% of Financial Gravity Companies's portfolio in Q2 2026, its #14 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.