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

Financial Life 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
2024 Q3	–	Sell	-21,787	Closed	-$625K	–	55
2024 Q2	$625K	Sell	21,787 -21,610	-50%	-$618K	0.25%	29
2024 Q1	$1.26M	Sell	43,397 -30,910	-42%	-$897K	0.53%	24
2023 Q4	$2.19M	Sell	74,307 -7,517	-9%	-$211K	0.94%	20
2023 Q3	$2.26M	Sell	81,824 -2,546	-3%	-$72.1K	0.97%	20
2023 Q2	$2.44M	Sell	84,370 -9,393	-10%	-$272K	1.02%	20
2023 Q1	$2.74M	Buy	+93,763	New	+$2.72M	1.18%	24

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Financial Life Advisors's SPBO Position: Q3 2024 in Review

Financial Life Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2024, closing a stake of 21,787 shares — an estimated $625K sold.

Financial Life Advisors first reported a position in SPBO in Q1 2023 and held it in 6 quarters. The position peaked at $2.74M in Q1 2023. 145 funds tracked by Wall St. Rank hold SPBO as of Q3 2024.

Financial Life Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Financial Life Advisors sold 21,787 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2024, an estimated $625K.
Financial Life Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Financial Life Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.74M in Q1 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2024.

Based on Financial Life Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.