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

Geneos 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
2026 Q2	$31.4M	Buy	1,080,256 +65,619	+6%	+$1.9M	0.64%	29
2026 Q1	$29.5M	Buy	1,014,637 +22,833	+2%	+$670K	0.68%	28
2025 Q4	$29.1M	Buy	991,804 +27,647	+3%	+$817K	0.71%	24
2025 Q3	$28.6M	Buy	964,157 +60,052	+7%	+$1.76M	0.72%	25
2025 Q2	$26.4M	Buy	904,105 +489,785	+118%	+$14M	0.65%	27
2025 Q1	$12M	Buy	414,320 +36,466	+10%	+$1.05M	0.4%	49
2024 Q4	$10.8M	Buy	377,854 +28,001	+8%	+$818K	0.38%	54
2024 Q3	$10.5M	Buy	349,853 +46,997	+16%	+$1.39M	0.4%	51
2024 Q2	$8.69M	Buy	302,856 +40,949	+16%	+$1.17M	0.39%	52
2024 Q1	$7.62M	Buy	261,907 +98,361	+60%	+$2.86M	0.35%	64
2023 Q4	$4.81M	Buy	163,546 +53,825	+49%	+$1.51M	0.24%	106
2023 Q3	$3.03M	Buy	109,721 +58,866	+116%	+$1.67M	0.16%	163
2023 Q2	$1.47M	Buy	50,855 +29,541	+139%	+$854K	0.08%	257
2023 Q1	$623K	Buy	21,314 +3,404	+19%	+$98.8K	0.04%	400
2022 Q4	$508K	Buy	17,910 +2,159	+14%	+$60.8K	0.03%	421
2022 Q3	$437K	Buy	15,751 +1,970	+14%	+$58.2K	0.03%	421
2022 Q2	$410K	Buy	13,781 +6,073	+79%	+$184K	0.02%	548
2022 Q1	$246K	Buy	7,708 +3,476	+82%	+$115K	0.01%	724
2021 Q4	$147K	Buy	4,232 +450	+12%	+$15.8K	0.01%	1010
2021 Q3	$133K	Buy	3,782 +1,370	+57%	+$48.7K	0.01%	1045
2021 Q2	$85K	Buy	2,412 +1,255	+108%	+$43.7K	﹤0.01%	1231
2021 Q1	$40K	Sell	1,157 -40	-3%	-$1.4K	﹤0.01%	1749
2020 Q4	$41K	Buy	1,197 +667	+126%	+$23.9K	﹤0.01%	1554
2020 Q3	$18K	Buy	+530	New	+$18.9K	﹤0.01%	1707

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 $59.5B AUM 15.92% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

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

Geneos Wealth Management's SPBO Position: Q2 2026 in Review

Geneos Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.5% in Q2 2026, buying an estimated $1.9M and bringing the position to 1,080,256 shares worth $31.4M. The position accounts for 0.64% of the portfolio, ranked #29.

Geneos Wealth Management first reported a position in SPBO in Q3 2020 and has held it in 24 quarters since. 187 funds tracked by Wall St. Rank hold SPBO as of Q2 2026.

Geneos Wealth Management held 1,080,256 shares of State Street SPDR Portfolio Corporate Bond ETF worth $31.4M as of Q2 2026.
Geneos Wealth Management bought 65,619 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2026, an estimated $1.9M.
State Street SPDR Portfolio Corporate Bond ETF made up 0.64% of Geneos Wealth Management's portfolio in Q2 2026, its #29 holding.
Geneos Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.