GRP
SPBO icon

Global Retirement Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Global Retirement Partners’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
Q4 		$66.9K Buy
2,281
+86
+4% +$2.54K ﹤0.01% 2169
2025
Q3 		$65K Buy
2,195
+22
+1% +$644 ﹤0.01% 1752
2025
Q2 		$63.5K Buy
+2,173
New +$62.3K ﹤0.01% 1647
2024
Q4 		$101K Buy
3,521
+2,758
+361% +$80.6K ﹤0.01% 1263
2024
Q3 		$22.9K Buy
763
+9
+1% +$265 ﹤0.01% 1923
2024
Q2 		$21.6K Buy
754
+10
+1% +$286 ﹤0.01% 1946
2024
Q1 		$21.7K Buy
744
+32
+4% +$929 ﹤0.01% 1771
2023
Q4 		$20.8K Sell
712
-4,556
-86% -$128K ﹤0.01% 1740
2023
Q3 		$143K Sell
5,268
-46,096
-90% -$1.3M 0.01% 796
2023
Q2 		$1.48M Buy
51,364
+2,411
+5% +$69.7K 0.07% 244
2023
Q1 		$1.43M Buy
48,953
+44,814
+1,083% +$1.3M 0.08% 244
2022
Q4 		$117K Buy
4,139
+672
+19% +$18.9K 0.01% 762
2022
Q3 		$95K Buy
3,467
+3,067
+767% +$90.6K 0.01% 793
2022
Q2 		$12K Hold
400
– – ﹤0.01% 1564
2022
Q1 		$12K Hold
400
– – ﹤0.01% 1559
2021
Q4 		$14K Sell
400
-603
-60% -$21.1K 0.01% 136
2021
Q3 		$35K Sell
1,003
-2,275
-69% -$80.9K ﹤0.01% 984
2021
Q2 		$116K Sell
3,278
-3,743
-53% -$130K 0.01% 594
2021
Q1 		$242K Buy
7,021
+109
+2% +$3.83K 0.03% 385
2020
Q4 		$250K Buy
+6,912
New +$247K 0.03% 357

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Global Retirement Partners's SPBO Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 3.9% in Q4 2025, buying an estimated $2.54K and bringing the position to 2,281 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Global Retirement Partners first reported a position in SPBO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.48M in Q2 2023. 169 funds tracked by Wall St. Rank hold SPBO as of Q4 2025.

  • Global Retirement Partners held 2,281 shares of State Street SPDR Portfolio Corporate Bond ETF worth $66.9K as of Q4 2025.
  • Global Retirement Partners bought 86 State Street SPDR Portfolio Corporate Bond ETF shares in Q4 2025, an estimated $2.54K.
  • State Street SPDR Portfolio Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2169 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.48M in Q2 2023.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.