FGC
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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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Financial Gravity Companies's SPBO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025: 374,959 shares worth $11M. The stake represents 2.15% 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 Q4 2024.

Financial Gravity Companies first reported a position in SPBO in Q3 2024 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

  • Financial Gravity Companies held 374,959 shares of State Street SPDR Portfolio Corporate Bond ETF worth $11M as of Q2 2025.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio Corporate Bond ETF made up 2.15% of Financial Gravity Companies's portfolio in Q2 2025, 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 3 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.