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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
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 Sell
904,105
-330,750
-27% -$9.49M 0.65% 27
2025
Q1 		$35.8M Buy
1,234,855
+857,001
+227% +$24.7M 0.52% 37
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% -$1.41K ﹤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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Geneos Wealth Management's SPBO Position: Q1 2026 in Review

Geneos Wealth Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 2.3% in Q1 2026, buying an estimated $670K and bringing the position to 1,014,637 shares worth $29.5M. The position accounts for 0.68% of the portfolio, ranked #28.

Geneos Wealth Management first reported a position in SPBO in Q3 2020 and has held it in 23 quarters since. The position peaked at $35.8M in Q1 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Geneos Wealth Management held 1,014,637 shares of State Street SPDR Portfolio Corporate Bond ETF worth $29.5M as of Q1 2026.
  • Geneos Wealth Management bought 22,833 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $670K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.68% of Geneos Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Geneos Wealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Geneos Wealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $35.8M in Q1 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.