FormulaFolio Investments’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

FormulaFolio Investments’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
2019 Q4	–	Sell	-59,999	Closed	-$2.03M	–	385
2019 Q3	$2.03M	Buy	+59,999	New	+$2.01M	0.08%	109
2018 Q2	–	Sell	-110,427	Closed	-$3.48M	–	327
2018 Q1	$3.48M	Buy	110,427 +25,517	+30%	+$809K	0.2%	49
2017 Q4	$2.74M	Buy	84,910 +3,061	+4%	+$98.9K	0.18%	55
2017 Q3	$2.66M	Buy	81,849 +3,532	+5%	+$115K	0.2%	37
2017 Q2	$2.53M	Buy	78,317 +3,188	+4%	+$103K	0.23%	33
2017 Q1	$2.4M	Buy	75,129 +11,596	+18%	+$368K	0.26%	29
2016 Q4	$2M	Buy	63,533 +8,530	+16%	+$273K	0.27%	27
2016 Q3	$1.81M	Sell	55,003 -2,304	-4%	-$75.8K	0.27%	34
2016 Q2	$1.87M	Buy	57,307 +24,085	+72%	+$775K	0.32%	31
2016 Q1	$1.06M	Buy	+33,222	New	+$1.04M	0.18%	50

Other funds holding SPBO

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BPWA

Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

FormulaFolio Investments's SPBO Position: Q4 2019 in Review

FormulaFolio Investments sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q4 2019, closing a stake of 59,999 shares — an estimated $2.03M sold.

FormulaFolio Investments first reported a position in SPBO in Q1 2016 and held it in 10 quarters. The position peaked at $3.48M in Q1 2018. 25 funds tracked by Wall St. Rank hold SPBO as of Q4 2019.

FormulaFolio Investments reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
FormulaFolio Investments sold 59,999 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2019, an estimated $2.03M.
FormulaFolio Investments first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2016 and held it in 10 quarters.
FormulaFolio Investments's State Street SPDR Portfolio Corporate Bond ETF position peaked at $3.48M in Q1 2018.
25 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2019.

Based on FormulaFolio Investments's 13F filing for Q4 2019, filed 15 Jan 2020.