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Glass Jacobson Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Glass Jacobson Investment Advisors’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
2025
Q2 		– Sell
-1,946
Closed -$55.7K – 809
2025
Q1 		$55.7K Hold
1,946
– – 0.02% 361
2024
Q4 		$55.7K Buy
1,946
+1,473
+311% +$43K 0.02% 361
2024
Q3 		$14.2K Buy
+473
New +$13.9K ﹤0.01% 534

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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Glass Jacobson Investment Advisors's SPBO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 1,946 shares — an estimated $55.7K sold.

Glass Jacobson Investment Advisors first reported a position in SPBO in Q3 2024 and held it in 3 quarters. The position peaked at $55.7K in Q1 2025. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,946 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $55.7K.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $55.7K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.