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Ford Financial Group’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-118,400
Closed -$3.36M – 89
2022
Q4 		$3.36M Buy
118,400
+5,107
+5% +$144K 1.33% 19
2022
Q3 		$3.15M Buy
+113,293
New +$3.35M 1.31% 18

Other funds holding SPBO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ford Financial Group's SPBO Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2023, closing a stake of 118,400 shares — an estimated $3.36M sold.

Ford Financial Group first reported a position in SPBO in Q3 2022 and held it in 2 quarters. The position peaked at $3.36M in Q4 2022. 92 funds tracked by Wall St. Rank hold SPBO as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 118,400 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2023, an estimated $3.36M.
  • Ford Financial Group first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.36M in Q4 2022.
  • 92 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.