Gladstone Institutional Advisory’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Gladstone Institutional Advisory’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
2024 Q1	–	Sell	-7,093	Closed	-$209K	–	707
2023 Q4	$209K	Sell	7,093 -19,225	-73%	-$538K	0.01%	624
2023 Q3	$726K	Sell	26,318 -468	-2%	-$13.2K	0.05%	321
2023 Q2	$773K	Buy	26,786 +911	+4%	+$26.4K	0.05%	321
2023 Q1	$757K	Buy	25,875 +18,543	+253%	+$538K	0.05%	337
2022 Q4	$208K	Buy	+7,332	New	+$207K	0.01%	590

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

DJSG

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Gladstone Institutional Advisory's SPBO Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024, closing a stake of 7,093 shares — an estimated $209K sold.

Gladstone Institutional Advisory first reported a position in SPBO in Q4 2022 and held it in 5 quarters. The position peaked at $773K in Q2 2023. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

Gladstone Institutional Advisory reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 7,093 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2024, an estimated $209K.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Gladstone Institutional Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $773K in Q2 2023.
127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.