Foundations Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Foundations Investment Advisors’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	$7.83M	Buy	269,799 +34,170	+15%	+$991K	0.08%	196
2026 Q1	$6.84M	Buy	235,629 +62,836	+36%	+$1.84M	0.08%	184
2025 Q4	$5.07M	Buy	172,793 +30,933	+22%	+$914K	0.07%	223
2025 Q3	$4.2M	Buy	141,860 +32,513	+30%	+$952K	0.06%	232
2025 Q2	$3.2M	Buy	109,347 +49,859	+84%	+$1.43M	0.05%	251
2025 Q1	$1.73M	Buy	59,488 +5,626	+10%	+$162K	0.03%	314
2024 Q4	$1.54M	Sell	53,862 -32,212	-37%	-$941K	0.03%	332
2024 Q3	$2.58M	Buy	86,074 +77,544	+909%	+$2.29M	0.05%	237
2024 Q2	$245K	Buy	+8,530	New	+$244K	0.01%	662

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Foundations Investment Advisors's SPBO Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 15% in Q2 2026, buying an estimated $991K and bringing the position to 269,799 shares worth $7.83M. The position accounts for 0.08% of the portfolio, ranked #196.

Foundations Investment Advisors first reported a position in SPBO in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Foundations Investment Advisors held 269,799 shares of State Street SPDR Portfolio Corporate Bond ETF worth $7.83M as of Q2 2026.
Foundations Investment Advisors bought 34,170 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $991K.
State Street SPDR Portfolio Corporate Bond ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #196 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.