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Global Wealth Strategies & Associates’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-47
Closed -$1.37K – 361
2024
Q1 		$1.37K Buy
+47
New +$1.36K ﹤0.01% 298

Other funds holding SPBO

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Global Wealth Strategies & Associates's SPBO Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2024, closing a stake of 47 shares — an estimated $1.37K sold.

Global Wealth Strategies & Associates first reported a position in SPBO in Q1 2024 and held it in 1 quarter. The position peaked at $1.37K in Q1 2024. 133 funds tracked by Wall St. Rank hold SPBO as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 47 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2024, an estimated $1.37K.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.37K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.