Golden State Equity Partners’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Golden State Equity 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 Q2	–	Sell	-51,288	Closed	-$1.49M	–	469
2025 Q1	$1.49M	Sell	51,288 -12,181	-19%	-$351K	0.29%	86
2024 Q4	$1.82M	Buy	+63,469	New	+$1.85M	0.35%	62
2024 Q3	–	Sell	-55,077	Closed	-$1.58M	–	892
2024 Q2	$1.58M	Buy	+55,077	New	+$1.58M	0.33%	70
2023 Q4	$1.66M	Buy	56,338 +40,465	+255%	+$1.13M	0.4%	61
2023 Q3	$438K	Buy	+15,873	New	+$449K	0.12%	182

Other funds holding SPBO

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Golden State Equity Partners's SPBO Position: Q2 2025 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q2 2025, closing a stake of 51,288 shares — an estimated $1.49M sold.

Golden State Equity Partners first reported a position in SPBO in Q3 2023 and held it in 5 quarters. The position peaked at $1.82M in Q4 2024. 155 funds tracked by Wall St. Rank hold SPBO as of Q2 2025.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 51,288 State Street SPDR Portfolio Corporate Bond ETF shares in Q2 2025, an estimated $1.49M.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
Golden State Equity Partners's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.82M in Q4 2024.
155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.