FHC
SPBO icon

First Heartland Consultants’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

First Heartland Consultants’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
Q3 		$405K Buy
14,734
+785
+6% +$22.3K 0.03% 386
2026
Q2 		$405K Buy
13,949
+1,112
+9% +$32.3K 0.03% 374
2026
Q1 		$373K Buy
12,837
+154
+1% +$4.52K 0.03% 349
2025
Q4 		$372K Buy
12,683
+1,672
+15% +$49.4K 0.03% 358
2025
Q3 		$326K Buy
11,011
+3,852
+54% +$113K 0.03% 385
2025
Q2 		$209K Sell
7,159
-1,270
-15% -$36.4K 0.02% 475
2025
Q1 		$245K Sell
8,429
-38,860
-82% -$1.12M 0.03% 385
2024
Q4 		$1.35M Buy
+47,289
New +$1.38M 0.14% 130

Other funds holding SPBO

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

First Heartland Consultants's SPBO Position: Q3 2026 in Review

First Heartland Consultants increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 5.6% in Q3 2026, buying an estimated $22.3K and bringing the position to 14,734 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #386.

First Heartland Consultants first reported a position in SPBO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2024. 7 funds tracked by Wall St. Rank hold SPBO as of Q3 2026.

  • First Heartland Consultants held 14,734 shares of State Street SPDR Portfolio Corporate Bond ETF worth $405K as of Q3 2026.
  • First Heartland Consultants bought 785 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2026, an estimated $22.3K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #386 holding.
  • First Heartland Consultants first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • First Heartland Consultants's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.35M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.