Freedom Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-11,631	Closed	-$340K	–	768
2023 Q1	$340K	Sell	11,631 -2,722	-19%	-$79K	0.04%	512
2022 Q4	$407K	Sell	14,353 -359	-2%	-$10.1K	0.05%	488
2022 Q3	$409K	Sell	14,712 -797	-5%	-$23.6K	0.05%	481
2022 Q2	$459K	Sell	15,509 -745	-5%	-$22.5K	0.05%	482
2022 Q1	$520K	Sell	16,254 -372	-2%	-$12.3K	0.05%	459
2021 Q4	$579K	Sell	16,626 -331	-2%	-$11.6K	0.04%	484
2021 Q3	$595K	Sell	16,957 -2,015	-11%	-$71.7K	0.05%	456
2021 Q2	$671K	Buy	18,972 +4,262	+29%	+$149K	0.05%	445
2021 Q1	$506K	Buy	+14,710	New	+$517K	0.04%	522

Other funds holding SPBO

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FAM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Freedom Investment Management's SPBO Position: Q2 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2023, closing a stake of 11,631 shares — an estimated $340K sold.

Freedom Investment Management first reported a position in SPBO in Q1 2021 and held it in 9 quarters. The position peaked at $671K in Q2 2021. 97 funds tracked by Wall St. Rank hold SPBO as of Q2 2023.

Freedom Investment Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 11,631 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2023, an estimated $340K.
Freedom Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2021 and held it in 9 quarters.
Freedom Investment Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $671K in Q2 2021.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.