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

GoalVest 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
2025 Q1	–	Sell	-29	Closed	-$831	–	537
2024 Q4	$831	Buy	+29	New	+$847	﹤0.01%	364

Other funds holding SPBO

RWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

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

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

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

GKWIM

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

GoalVest Advisory's SPBO Position: Q1 2025 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 29 shares — an estimated $831 sold.

GoalVest Advisory first reported a position in SPBO in Q4 2024 and held it in 1 quarter. The position peaked at $831 in Q4 2024. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

GoalVest Advisory reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 29 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $831.
GoalVest Advisory first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
GoalVest Advisory's State Street SPDR Portfolio Corporate Bond ETF position peaked at $831 in Q4 2024.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.