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 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

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

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

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return