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FLP Wealth Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

FLP Wealth Management’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
Q1 		– Sell
-75
Closed -$2.14K – 381
2024
Q4 		$2.14K Buy
+75
New +$2.19K 0.01% 376

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NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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
PA
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

FLP Wealth Management's SPBO Position: Q1 2025 in Review

FLP Wealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 75 shares — an estimated $2.14K sold.

FLP Wealth Management first reported a position in SPBO in Q4 2024 and held it in 1 quarter. The position peaked at $2.14K in Q4 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

  • FLP Wealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 75 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $2.14K.
  • FLP Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $2.14K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.