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

GeoWealth 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
2022 Q1	–	Sell	-925	Closed	-$32K	–	422
2021 Q4	$32K	Sell	925 -2,874	-76%	-$101K	﹤0.01%	328
2021 Q3	$133K	Sell	3,799 -15,590	-80%	-$555K	0.01%	311
2021 Q2	$686K	Buy	19,389 +254	+1%	+$8.85K	0.09%	122
2021 Q1	$659K	Sell	19,135 -7,844	-29%	-$275K	0.1%	104
2020 Q4	$976K	Buy	26,979 +11,133	+70%	+$398K	0.16%	110
2020 Q3	$561K	Buy	15,846 +8,598	+119%	+$307K	0.17%	94
2020 Q2	$255K	Buy	+7,248	New	+$248K	0.11%	133

Other funds holding SPBO

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

SMM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

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

DJSG

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

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

AWM

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

GeoWealth Management's SPBO Position: Q1 2022 in Review

GeoWealth Management sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2022, closing a stake of 925 shares — an estimated $32K sold.

GeoWealth Management first reported a position in SPBO in Q2 2020 and held it in 7 quarters. The position peaked at $976K in Q4 2020. 55 funds tracked by Wall St. Rank hold SPBO as of Q1 2022.

GeoWealth Management reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
GeoWealth Management sold 925 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2022, an estimated $32K.
GeoWealth Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
GeoWealth Management's State Street SPDR Portfolio Corporate Bond ETF position peaked at $976K in Q4 2020.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2022.

Based on GeoWealth Management's 13F filing for Q1 2022, filed 13 May 2022.